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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
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 $1.9T AUM 41.92% 1-Year Est. Return
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

Key Financial Inc's AVTX Position: Q1 2026 in Review

Key Financial Inc held its Avalo Therapeutics (AVTX) position steady in Q1 2026 at 1 share worth $15. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Key Financial Inc first reported a position in AVTX in Q2 2024 and has held it in 8 quarters since. The position peaked at $18 in Q4 2025. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Key Financial Inc held 1 share of Avalo Therapeutics worth $15 as of Q1 2026.
  • Key Financial Inc left its Avalo Therapeutics share count unchanged in Q1 2026.
  • Avalo Therapeutics made up ﹤0.01% of Key Financial Inc's portfolio in Q1 2026, its #1386 holding.
  • Key Financial Inc first reported a position in Avalo Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • Key Financial Inc's Avalo Therapeutics position peaked at $18 in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.