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LVW Advisors’s Invivyd IVVD Stock Holding History

LVW Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-15,000
Closed -$19.5K – 482
2026
Q1 		$19.5K Buy
+15,000
New +$27.5K ﹤0.01% 436

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MC
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PA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

LVW Advisors's IVVD Position: Q2 2026 in Review

LVW Advisors sold out of Invivyd (IVVD) in Q2 2026, closing a stake of 15,000 shares — an estimated $19.5K sold.

LVW Advisors first reported a position in IVVD in Q1 2026 and held it in 1 quarter. The position peaked at $19.5K in Q1 2026. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • LVW Advisors reported no remaining Invivyd position as of Q2 2026 after selling out during the quarter.
  • LVW Advisors sold 15,000 Invivyd shares in Q2 2026, an estimated $19.5K.
  • LVW Advisors first reported a position in Invivyd in Q1 2026 and held it in 1 quarter.
  • LVW Advisors's Invivyd position peaked at $19.5K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.