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Key Financial Inc’s Avalo Therapeutics AVTX Stock Holding History

Key Financial Inc’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 		$18 Hold
1
– – ﹤0.01% 1347
2026
Q1 		$15 Hold
1
– – ﹤0.01% 1386
2025
Q4 		$18 Hold
1
– – ﹤0.01% 1433
2025
Q3 		$13 Hold
1
– – ﹤0.01% 1455
2025
Q2 		$5 Hold
1
– – ﹤0.01% 1436
2025
Q1 		$8 Hold
1
– – ﹤0.01% 1381
2024
Q4 		$7 Hold
1
– – ﹤0.01% 1380
2024
Q3 		$10 Hold
1
– – ﹤0.01% 1350
2024
Q2 		$12 Buy
+1
New +$13 ﹤0.01% 1336

Other funds holding AVTX

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

Key Financial Inc's AVTX Position: Q2 2026 in Review

Key Financial Inc held its Avalo Therapeutics (AVTX) position steady in Q2 2026 at 1 share worth $18. The position accounts for ﹤0.01% of the portfolio, ranked #1347.

Key Financial Inc first reported a position in AVTX in Q2 2024 and has held it in 9 quarters since. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Key Financial Inc held 1 share of Avalo Therapeutics worth $18 as of Q2 2026.
  • Key Financial Inc left its Avalo Therapeutics share count unchanged in Q2 2026.
  • Avalo Therapeutics made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #1347 holding.
  • Key Financial Inc first reported a position in Avalo Therapeutics in Q2 2024 and has held it in 9 quarters since.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.