EI
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Ethic Inc’s Invivyd IVVD Stock Holding History

Ethic Inc’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
Q1 		– Sell
-11,686
Closed -$28.9K – 1279
2025
Q4 		$28.9K Sell
11,686
-30
-0.3% -$62 ﹤0.01% 1200
2025
Q3 		$12.9K Sell
11,716
-16,767
-59% -$14.9K ﹤0.01% 1191
2025
Q2 		$20.7K Buy
+28,483
New +$20.2K ﹤0.01% 1206

Other funds holding IVVD

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Ethic Inc's IVVD Position: Q1 2026 in Review

Ethic Inc sold out of Invivyd (IVVD) in Q1 2026, closing a stake of 11,686 shares — an estimated $28.9K sold.

Ethic Inc first reported a position in IVVD in Q2 2025 and held it in 3 quarters. The position peaked at $28.9K in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Ethic Inc reported no remaining Invivyd position as of Q1 2026 after selling out during the quarter.
  • Ethic Inc sold 11,686 Invivyd shares in Q1 2026, an estimated $28.9K.
  • Ethic Inc first reported a position in Invivyd in Q2 2025 and held it in 3 quarters.
  • Ethic Inc's Invivyd position peaked at $28.9K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.