LPL Financial’s Alvotech ALVO Stock Holding History

LPL Financial’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
2025 Q4	–	Sell	-41,238	Closed	-$338K	–	5878
2025 Q3	$338K	Buy	41,238 +20,032	+94%	+$171K	﹤0.01%	4959
2025 Q2	$193K	Buy	+21,206	New	+$199K	﹤0.01%	5103

Other funds holding ALVO

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial's ALVO Position: Q4 2025 in Review

LPL Financial sold out of Alvotech (ALVO) in Q4 2025, closing a stake of 41,238 shares — an estimated $338K sold.

LPL Financial first reported a position in ALVO in Q2 2025 and held it in 2 quarters. The position peaked at $338K in Q3 2025. 49 funds tracked by Wall St. Rank hold ALVO as of Q4 2025.

LPL Financial reported no remaining Alvotech position as of Q4 2025 after selling out during the quarter.
LPL Financial sold 41,238 Alvotech shares in Q4 2025, an estimated $338K.
LPL Financial first reported a position in Alvotech in Q2 2025 and held it in 2 quarters.
LPL Financial's Alvotech position peaked at $338K in Q3 2025.
49 funds tracked by Wall St. Rank held Alvotech as of Q4 2025.

Based on LPL Financial's 13F filing for Q4 2025, filed 11 Feb 2026.