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EverSource Wealth Advisors’s Alvotech ALVO Stock Holding History

EverSource Wealth Advisors’s Portfolio ALVO Stock Details ALVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$760 Sell
206
-34
-14% -$122 ﹤0.01% 4047
2026
Q1 		$824 Buy
+240
New +$1.05K ﹤0.01% 3918
2025
Q4 		– Sell
-134
Closed -$1.1K – 4278
2025
Q3 		$1.1K Sell
134
-340
-72% -$2.9K ﹤0.01% 3736
2025
Q2 		$4.32K Sell
474
-1,232
-72% -$11.6K ﹤0.01% 3223
2025
Q1 		$16.5K Buy
1,706
+316
+23% +$3.83K ﹤0.01% 1801
2024
Q4 		$18.4K Buy
+1,390
New +$17.1K ﹤0.01% 1669

Other funds holding ALVO

UIA
Ulland Investment Advisors Minneapolis, Minnesota $136M AUM 32.68% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
S
Steadtrust Allen, Texas $198M AUM 99.37% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AG
Ascent Group Virginia Beach, Virginia $3.34B AUM 27.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
BFS
Bare Financial Services Gap, Pennsylvania $436M AUM 20.22% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

EverSource Wealth Advisors's ALVO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Alvotech (ALVO) stake by 14% in Q2 2026, selling an estimated $122 and leaving 206 shares worth $760. The position accounts for ﹤0.01% of the portfolio, ranked #4047.

EverSource Wealth Advisors first reported a position in ALVO in Q4 2024 and has held it in 6 quarters since. The position peaked at $18.4K in Q4 2024. 11 funds tracked by Wall St. Rank hold ALVO as of Q2 2026.

  • EverSource Wealth Advisors held 206 shares of Alvotech worth $760 as of Q2 2026.
  • EverSource Wealth Advisors sold 34 Alvotech shares in Q2 2026, an estimated $122.
  • Alvotech made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4047 holding.
  • EverSource Wealth Advisors first reported a position in Alvotech in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Alvotech position peaked at $18.4K in Q4 2024.
  • 11 funds tracked by Wall St. Rank held Alvotech as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.