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EverSource Wealth Advisors’s Invivyd IVVD Stock Holding History

EverSource Wealth Advisors’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 		$668 Hold
514
– – ﹤0.01% 3985
2025
Q4 		$1.27K Hold
514
– – ﹤0.01% 3643
2025
Q3 		$565 Buy
514
+405
+372% +$359 ﹤0.01% 3919
2025
Q2 		$78 Sell
109
-513
-82% -$364 ﹤0.01% 4156
2025
Q1 		$376 Buy
622
+551
+776% +$494 ﹤0.01% 3546
2024
Q4 		$31 Buy
+71
New +$55 ﹤0.01% 3680

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

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

EverSource Wealth Advisors held its Invivyd (IVVD) position steady in Q1 2026 at 514 shares worth $668. The position accounts for ﹤0.01% of the portfolio, ranked #3985.

EverSource Wealth Advisors first reported a position in IVVD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.27K in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • EverSource Wealth Advisors held 514 shares of Invivyd worth $668 as of Q1 2026.
  • EverSource Wealth Advisors left its Invivyd share count unchanged in Q1 2026.
  • Invivyd made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3985 holding.
  • EverSource Wealth Advisors first reported a position in Invivyd in Q4 2024 and has held it in 6 quarters since.
  • EverSource Wealth Advisors's Invivyd position peaked at $1.27K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

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