John Overdeck’s Avalo Therapeutics AVTX Stock Holding History

John Overdeck’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	$1.24M	Buy	67,094 +2,669	+4%	+$42.2K	﹤0.01%	3443
2026 Q1	$962K	Sell	64,425 -83,812	-57%	-$1.31M	﹤0.01%	3288
2025 Q4	$2.69M	Buy	148,237 +98,995	+201%	+$1.67M	﹤0.01%	2217
2025 Q3	$626K	Buy	49,242 +36,353	+282%	+$313K	﹤0.01%	2879
2025 Q2	$64.3K	Buy	+12,889	New	+$60.2K	﹤0.01%	3046
2022 Q2	–	Sell	-25	Closed	-$51K	–	2504
2022 Q1	$51K	Sell	25 -78	-76%	-$196K	﹤0.01%	2486
2021 Q4	$503K	Sell	103 -151	-59%	-$906K	﹤0.01%	3255
2021 Q3	$1.6M	Sell	254 -140	-36%	-$1.13M	﹤0.01%	2190
2021 Q2	$3.71M	Buy	394 +158	+67%	+$1.32M	0.01%	1387
2021 Q1	$2.05M	Buy	236 +71	+43%	+$671K	0.01%	1690
2020 Q4	$1.25M	Sell	165 -40	-20%	-$278K	﹤0.01%	1822
2020 Q3	$1.34M	Buy	205 +115	+128%	+$864K	﹤0.01%	1564
2020 Q2	$672K	Buy	+90	New	+$653K	﹤0.01%	1793

Other funds holding AVTX

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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 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 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

John Overdeck's AVTX Position: Q2 2026 in Review

John Overdeck increased its Avalo Therapeutics (AVTX) stake by 4.1% in Q2 2026, buying an estimated $42.2K and bringing the position to 67,094 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #3443.

John Overdeck first reported a position in AVTX in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.71M in Q2 2021. 125 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

John Overdeck held 67,094 shares of Avalo Therapeutics worth $1.24M as of Q2 2026.
John Overdeck bought 2,669 Avalo Therapeutics shares in Q2 2026, an estimated $42.2K.
Avalo Therapeutics made up ﹤0.01% of John Overdeck's portfolio in Q2 2026, its #3443 holding.
John Overdeck first reported a position in Avalo Therapeutics in Q2 2020 and has held it in 13 quarters since.
John Overdeck's Avalo Therapeutics position peaked at $3.71M in Q2 2021.
125 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Two Sigma Investments's 13F filing for Q2 2026, filed 14 Aug 2026.