Fidelity Investments
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Fidelity Investments’s Avalo Therapeutics AVTX Stock Holding History

Fidelity Investments’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 		$43M Buy
2,879,481
+2,659,181
+1,207% +$41.6M ﹤0.01% 1494
2025
Q4 		$4M Buy
+220,300
New +$3.72M ﹤0.01% 2357
2024
Q4 		– Sell
-1
Closed -$9 – 5544
2024
Q3 		$9 Sell
1
-1
-50% -$10 ﹤0.01% 5434
2024
Q2 		$25 Buy
+2
New +$26 ﹤0.01% 5149
2023
Q1 		– Hold
0
– -$66 – 5270
2022
Q4 		– Hold
0
– – – 4916
2022
Q3 		– Hold
0
– – – 4834
2022
Q2 		– Hold
0
– – – 4667
2022
Q1 		– Hold
0
– – – 4940

Other funds holding AVTX

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
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Fidelity Investments's AVTX Position: Q1 2026 in Review

Fidelity Investments increased its Avalo Therapeutics (AVTX) stake by 1,207% in Q1 2026, buying an estimated $41.6M and bringing the position to 2,879,481 shares worth $43M. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Fidelity Investments first reported a position in AVTX in Q2 2024 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Fidelity Investments held 2,879,481 shares of Avalo Therapeutics worth $43M as of Q1 2026.
  • Fidelity Investments bought 2,659,181 Avalo Therapeutics shares in Q1 2026, an estimated $41.6M.
  • Avalo Therapeutics made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #1494 holding.
  • Fidelity Investments first reported a position in Avalo Therapeutics in Q2 2024 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.