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Montag & Associates’s ArriVent BioPharma AVBP Stock Holding History

Montag & Associates’s Portfolio AVBP Stock Details AVBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$203 – 1176
2025
Q3 		$203 Buy
+11
New +$216 ﹤0.01% 1115

Other funds holding AVBP

IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return

Montag & Associates's AVBP Position: Q4 2025 in Review

Montag & Associates sold out of ArriVent BioPharma (AVBP) in Q4 2025, closing a stake of 11 shares — an estimated $203 sold.

Montag & Associates first reported a position in AVBP in Q3 2025 and held it in 1 quarter. The position peaked at $203 in Q3 2025. 121 funds tracked by Wall St. Rank hold AVBP as of Q4 2025.

  • Montag & Associates reported no remaining ArriVent BioPharma position as of Q4 2025 after selling out during the quarter.
  • Montag & Associates sold 11 ArriVent BioPharma shares in Q4 2025, an estimated $203.
  • Montag & Associates first reported a position in ArriVent BioPharma in Q3 2025 and held it in 1 quarter.
  • Montag & Associates's ArriVent BioPharma position peaked at $203 in Q3 2025.
  • 121 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.