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Global Retirement Partners’s Invivyd IVVD Stock Holding History

Global Retirement Partners’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
2025
Q4 		$4.94K Sell
2,000
-2,000
-50% -$4.16K ﹤0.01% 3444
2025
Q3 		$4.4K Buy
+4,000
New +$3.55K ﹤0.01% 3025

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DCM
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Vanguard Group
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MCM
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SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

Global Retirement Partners's IVVD Position: Q4 2025 in Review

Global Retirement Partners reduced its Invivyd (IVVD) stake by 50% in Q4 2025, selling an estimated $4.16K and leaving 2,000 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #3444.

Global Retirement Partners first reported a position in IVVD in Q3 2025 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold IVVD as of Q4 2025.

  • Global Retirement Partners held 2,000 shares of Invivyd worth $4.94K as of Q4 2025.
  • Global Retirement Partners sold 2,000 Invivyd shares in Q4 2025, an estimated $4.16K.
  • Invivyd made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #3444 holding.
  • Global Retirement Partners first reported a position in Invivyd in Q3 2025 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held Invivyd as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.