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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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Miller Financial Services's IVVD Position: Q1 2026 in Review

Miller Financial Services increased its Invivyd (IVVD) stake by 106% in Q1 2026, buying an estimated $99.2K and bringing the position to 105,000 shares worth $137K. The position accounts for 0.15% of the portfolio, ranked #109.

Miller Financial Services first reported a position in IVVD in Q1 2025 and has held it in 5 quarters since. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Miller Financial Services held 105,000 shares of Invivyd worth $137K as of Q1 2026.
  • Miller Financial Services bought 54,000 Invivyd shares in Q1 2026, an estimated $99.2K.
  • Invivyd made up 0.15% of Miller Financial Services's portfolio in Q1 2026, its #109 holding.
  • Miller Financial Services first reported a position in Invivyd in Q1 2025 and has held it in 5 quarters since.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Miller Financial Services's 13F filing for Q1 2026, filed 4 May 2026.