Jones Financial Companies
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Jones Financial Companies’s Alvotech ALVO Stock Holding History

Jones Financial Companies’s Portfolio ALVO Stock Details ALVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.7K Buy
4,529
+1,159
+34% +$4.14K ﹤0.01% 3585
2026
Q1 		$10.5K Buy
+3,370
New +$14.8K ﹤0.01% 3560
2025
Q4 		– Sell
-451
Closed -$3.76K – 4402
2025
Q3 		$3.76K Hold
451
– – ﹤0.01% 3464
2025
Q2 		$4.12K Buy
+451
New +$4.23K ﹤0.01% 3201

Other funds holding ALVO

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Jones Financial Companies's ALVO Position: Q2 2026 in Review

Jones Financial Companies increased its Alvotech (ALVO) stake by 34% in Q2 2026, buying an estimated $4.14K and bringing the position to 4,529 shares worth $16.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3585.

Jones Financial Companies first reported a position in ALVO in Q2 2025 and has held it in 4 quarters since. 72 funds tracked by Wall St. Rank hold ALVO as of Q2 2026.

  • Jones Financial Companies held 4,529 shares of Alvotech worth $16.7K as of Q2 2026.
  • Jones Financial Companies bought 1,159 Alvotech shares in Q2 2026, an estimated $4.14K.
  • Alvotech made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #3585 holding.
  • Jones Financial Companies first reported a position in Alvotech in Q2 2025 and has held it in 4 quarters since.
  • 72 funds tracked by Wall St. Rank held Alvotech as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.