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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
Q2 		$647 Hold
35
– – ﹤0.01% 4079
2026
Q1 		$523 Buy
+35
New +$547 ﹤0.01% 4056

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

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

EverSource Wealth Advisors held its Avalo Therapeutics (AVTX) position steady in Q2 2026 at 35 shares worth $647. The position accounts for ﹤0.01% of the portfolio, ranked #4079.

EverSource Wealth Advisors first reported a position in AVTX in Q1 2026 and has held it in 2 quarters since. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • EverSource Wealth Advisors held 35 shares of Avalo Therapeutics worth $647 as of Q2 2026.
  • EverSource Wealth Advisors left its Avalo Therapeutics share count unchanged in Q2 2026.
  • Avalo Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4079 holding.
  • EverSource Wealth Advisors first reported a position in Avalo Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

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