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EverSource Wealth Advisors’s Avalo Therapeutics AVTX Stock Holding History

EverSource Wealth Advisors’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$523 Buy
+35
New +$547 ﹤0.01% 4056

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

EverSource Wealth Advisors's AVTX Position: Q1 2026 in Review

EverSource Wealth Advisors opened a new position in Avalo Therapeutics (AVTX) in Q1 2026: 35 shares worth $523. The stake represents ﹤0.01% of the portfolio and ranks #4056 among its holdings.

97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • EverSource Wealth Advisors held 35 shares of Avalo Therapeutics worth $523 as of Q1 2026.
  • Avalo Therapeutics was a new EverSource Wealth Advisors position in Q1 2026.
  • Avalo Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4056 holding.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.