Miller Financial Services’s Invivyd IVVD Stock Holding History

Miller Financial Services’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 Q3	$113K	Sell	130,000 -3,000	-2%	-$2.38K	0.09%	141
2026 Q2	$116K	Buy	133,000 +28,000	+27%	+$35.1K	0.09%	133
2026 Q1	$136K	Buy	105,000 +54,000	+106%	+$99.2K	0.15%	109
2025 Q4	$126K	Buy	51,000 +14,000	+38%	+$29.1K	0.15%	107
2025 Q3	$40.7K	Buy	37,000 +13,000	+54%	+$11.5K	0.05%	113
2025 Q2	$17.2K	Buy	24,000 +2,000	+9%	+$1.42K	0.02%	107
2025 Q1	$13.3K	Buy	+22,000	New	+$19.7K	0.02%	95

Other funds holding IVVD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Simon Quick Advisors Morristown, New Jersey $2.63B AUM 14.45% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Simplex Trading Chicago, Illinois $184B AUM 51.71% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Miller Financial Services's IVVD Position: Q3 2026 in Review

Miller Financial Services reduced its Invivyd (IVVD) stake by 2.3% in Q3 2026, selling an estimated $2.38K and leaving 130,000 shares worth $113K. The position accounts for 0.09% of the portfolio, ranked #141.

Miller Financial Services first reported a position in IVVD in Q1 2025 and has held it in 7 quarters since. The position peaked at $136K in Q1 2026. 39 funds tracked by Wall St. Rank hold IVVD as of Q3 2026.

Miller Financial Services held 130,000 shares of Invivyd worth $113K as of Q3 2026.
Miller Financial Services sold 3,000 Invivyd shares in Q3 2026, an estimated $2.38K.
Invivyd made up 0.09% of Miller Financial Services's portfolio in Q3 2026, its #141 holding.
Miller Financial Services first reported a position in Invivyd in Q1 2025 and has held it in 7 quarters since.
Miller Financial Services's Invivyd position peaked at $136K in Q1 2026.
39 funds tracked by Wall St. Rank held Invivyd as of Q3 2026.

Based on Miller Financial Services's 13F filing for Q3 2026, filed 20 Oct 2026.