Essential Partners’s Invivyd IVVD Stock Holding History

Essential Partners’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$193	Buy	+222	New	+$176	﹤0.01%	2605
2025 Q3	–	Sell	-358	Closed	-$256	–	2732
2025 Q2	$256	Buy	+358	New	+$254	﹤0.01%	1887

Other funds holding IVVD

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Courier Capital Buffalo, New York $2.02B AUM 16.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Essential Partners's IVVD Position: Q3 2026 in Review

Essential Partners opened a new position in Invivyd (IVVD) in Q3 2026: 222 shares worth $193. The stake represents ﹤0.01% of the portfolio and ranks #2605 among its holdings. This is a return to the name: Essential Partners previously reported a position in IVVD as recently as Q2 2025.

Essential Partners first reported a position in IVVD in Q2 2025 and has held it in 2 quarters since. The position peaked at $256 in Q2 2025. 7 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

Essential Partners held 222 shares of Invivyd worth $193 as of Q3 2026.
Invivyd was a new Essential Partners position in Q3 2026.
Invivyd made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2605 holding.
Essential Partners first reported a position in Invivyd in Q2 2025 and has held it in 2 quarters since.
Essential Partners's Invivyd position peaked at $256 in Q2 2025.
7 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.