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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
Q2 		$116K Buy
133,000
+28,000
+27% +$35.1K 0.09% 133
2026
Q1 		$137K 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

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
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

Miller Financial Services's IVVD Position: Q2 2026 in Review

Miller Financial Services increased its Invivyd (IVVD) stake by 27% in Q2 2026, buying an estimated $35.1K and bringing the position to 133,000 shares worth $116K. The position accounts for 0.09% of the portfolio, ranked #133.

Miller Financial Services first reported a position in IVVD in Q1 2025 and has held it in 6 quarters since. The position peaked at $137K in Q1 2026. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Miller Financial Services held 133,000 shares of Invivyd worth $116K as of Q2 2026.
  • Miller Financial Services bought 28,000 Invivyd shares in Q2 2026, an estimated $35.1K.
  • Invivyd made up 0.09% of Miller Financial Services's portfolio in Q2 2026, its #133 holding.
  • Miller Financial Services first reported a position in Invivyd in Q1 2025 and has held it in 6 quarters since.
  • Miller Financial Services's Invivyd position peaked at $137K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.