EverSource Wealth Advisors’s ArriVent BioPharma AVBP Stock Holding History

EverSource Wealth Advisors’s Portfolio AVBP Stock Details AVBP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.47K	Buy	100 +73	+270%	+$2.15K	﹤0.01%	3468
2026 Q1	$623	Buy	27 +16	+145%	+$361	﹤0.01%	4008
2025 Q4	$221	Sell	11 -26	-70%	-$541	﹤0.01%	4019
2025 Q3	$683	Hold	37	–	–	﹤0.01%	3860
2025 Q2	$805	Buy	+37	New	+$768	﹤0.01%	3785

Other funds holding AVBP

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

FRM

Fox Run Management Greenwich, Connecticut $603M AUM 32% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

EverSource Wealth Advisors increased its ArriVent BioPharma (AVBP) stake by 270% in Q2 2026, buying an estimated $2.15K and bringing the position to 100 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #3468.

EverSource Wealth Advisors first reported a position in AVBP in Q2 2025 and has held it in 5 quarters since. 27 funds tracked by Wall St. Rank hold AVBP as of Q2 2026.

EverSource Wealth Advisors held 100 shares of ArriVent BioPharma worth $3.47K as of Q2 2026.
EverSource Wealth Advisors bought 73 ArriVent BioPharma shares in Q2 2026, an estimated $2.15K.
ArriVent BioPharma made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3468 holding.
EverSource Wealth Advisors first reported a position in ArriVent BioPharma in Q2 2025 and has held it in 5 quarters since.
27 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q2 2026.

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