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Moody Aldrich Partners’s Avalo Therapeutics AVTX Stock Holding History

Moody Aldrich Partners’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.32M Sell
125,582
-33,742
-21% -$533K 0.42% 100
2026
Q1 		$2.38M Buy
159,324
+26,093
+20% +$408K 0.43% 102
2025
Q4 		$2.42M Buy
+133,231
New +$2.25M 0.45% 97

Other funds holding AVTX

PP
PFS Partners Mine Hill, New Jersey $247M AUM 29.02% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $516M AUM 28.38% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

Moody Aldrich Partners's AVTX Position: Q2 2026 in Review

Moody Aldrich Partners reduced its Avalo Therapeutics (AVTX) stake by 21% in Q2 2026, selling an estimated $533K and leaving 125,582 shares worth $2.32M. The position accounts for 0.42% of the portfolio, ranked #100.

Moody Aldrich Partners first reported a position in AVTX in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.42M in Q4 2025. 4 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Moody Aldrich Partners held 125,582 shares of Avalo Therapeutics worth $2.32M as of Q2 2026.
  • Moody Aldrich Partners sold 33,742 Avalo Therapeutics shares in Q2 2026, an estimated $533K.
  • Avalo Therapeutics made up 0.42% of Moody Aldrich Partners's portfolio in Q2 2026, its #100 holding.
  • Moody Aldrich Partners first reported a position in Avalo Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • Moody Aldrich Partners's Avalo Therapeutics position peaked at $2.42M in Q4 2025.
  • 4 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.