EWA
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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
Q2 		– Sell
-514
Closed -$668 – 4481
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

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

EverSource Wealth Advisors sold out of Invivyd (IVVD) in Q2 2026, closing a stake of 514 shares — an estimated $668 sold.

EverSource Wealth Advisors first reported a position in IVVD in Q4 2024 and held it in 6 quarters. The position peaked at $1.27K in Q4 2025. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • EverSource Wealth Advisors reported no remaining Invivyd position as of Q2 2026 after selling out during the quarter.
  • EverSource Wealth Advisors sold 514 Invivyd shares in Q2 2026, an estimated $668.
  • EverSource Wealth Advisors first reported a position in Invivyd in Q4 2024 and held it in 6 quarters.
  • EverSource Wealth Advisors's Invivyd position peaked at $1.27K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

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