Marshall Wace
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Marshall Wace’s Avalo Therapeutics AVTX Stock Holding History

Marshall Wace’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 		– Sell
-129,136
Closed -$1.93M – 3160
2026
Q1 		$1.93M Sell
129,136
-378,414
-75% -$5.92M ﹤0.01% 1806
2025
Q4 		$9.22M Buy
507,550
+451,541
+806% +$7.62M 0.01% 906
2025
Q3 		$712K Buy
+56,009
New +$482K ﹤0.01% 2094
2025
Q1 		– Sell
-15,323
Closed -$114K – 2625
2024
Q4 		$114K Buy
+15,323
New +$164K ﹤0.01% 2430

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

Marshall Wace's AVTX Position: Q2 2026 in Review

Marshall Wace sold out of Avalo Therapeutics (AVTX) in Q2 2026, closing a stake of 129,136 shares — an estimated $1.93M sold.

Marshall Wace first reported a position in AVTX in Q4 2024 and held it in 4 quarters. The position peaked at $9.22M in Q4 2025. 126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Marshall Wace reported no remaining Avalo Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Marshall Wace sold 129,136 Avalo Therapeutics shares in Q2 2026, an estimated $1.93M.
  • Marshall Wace first reported a position in Avalo Therapeutics in Q4 2024 and held it in 4 quarters.
  • Marshall Wace's Avalo Therapeutics position peaked at $9.22M in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.