MWM
AVDL

Modera Wealth Management’s Avadel Pharmaceuticals AVDL Stock Holding History

Modera Wealth Management’s Portfolio AVDL Stock Details AVDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-558,972
Closed -$12M – 637
2025
Q4 		$12M Hold
558,972
– – 0.14% 113
2025
Q3 		$8.54M Hold
558,972
– – 0.1% 139
2025
Q2 		$4.95M Sell
558,972
-5
-0% -$44 0.06% 184
2025
Q1 		$4.38M Sell
558,977
-63,490
-10% -$532K 0.06% 188
2024
Q4 		$6.54M Buy
622,467
+18,501
+3% +$225K 0.08% 154
2024
Q3 		$7.92M Buy
603,966
+1,358
+0.2% +$20.7K 0.1% 129
2024
Q2 		$8.47M Buy
602,608
+2,159
+0.4% +$35.2K 0.12% 124
2024
Q1 		$10.1M Buy
600,449
+2,057
+0.3% +$30.6K 0.15% 111
2023
Q4 		$8.45M Buy
598,392
+4,392
+0.7% +$51.6K 0.14% 121
2023
Q3 		$6.12M Hold
594,000
– – 0.12% 128
2023
Q2 		$9.79M Hold
594,000
– – 0.18% 106
2023
Q1 		$5.44M Hold
594,000
– – 0.21% 57
2022
Q4 		$4.25M Buy
594,000
+48,000
+9% +$337K 0.17% 62
2022
Q3 		$2.73M Buy
546,000
+123,000
+29% +$677K 0.14% 77
2022
Q2 		$1.03M Buy
+423,000
New +$1.74M 0.05% 142

Other funds holding AVDL

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Modera Wealth Management's AVDL Position: Q1 2026 in Review

Modera Wealth Management sold out of Avadel Pharmaceuticals (AVDL) in Q1 2026, closing a stake of 558,972 shares — an estimated $12M sold.

Modera Wealth Management first reported a position in AVDL in Q2 2022 and held it in 15 quarters. The position peaked at $12M in Q4 2025. 2 funds tracked by Wall St. Rank hold AVDL as of Q1 2026.

  • Modera Wealth Management reported no remaining Avadel Pharmaceuticals position as of Q1 2026 after selling out during the quarter.
  • Modera Wealth Management sold 558,972 Avadel Pharmaceuticals shares in Q1 2026, an estimated $12M.
  • Modera Wealth Management first reported a position in Avadel Pharmaceuticals in Q2 2022 and held it in 15 quarters.
  • Modera Wealth Management's Avadel Pharmaceuticals position peaked at $12M in Q4 2025.
  • 2 funds tracked by Wall St. Rank held Avadel Pharmaceuticals as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.