Morgan Stanley

Morgan Stanley’s Alvotech ALVO Stock Holding History

Morgan Stanley’s Portfolio ALVO Stock Details ALVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$834K	Sell	243,277 -11,947	-5%	-$52.5K	﹤0.01%	5241
2025 Q4	$1.31M	Buy	255,224 +80,153	+46%	+$506K	﹤0.01%	5051
2025 Q3	$1.43M	Sell	175,071 -182,224	-51%	-$1.55M	﹤0.01%	4970
2025 Q2	$3.26M	Sell	357,295 -655,093	-65%	-$6.15M	﹤0.01%	4389
2025 Q1	$9.79M	Sell	1,012,388 -469,680	-32%	-$5.7M	﹤0.01%	3358
2024 Q4	$19.6M	Sell	1,482,068 -257,272	-15%	-$3.17M	﹤0.01%	2768
2024 Q3	$20.7M	Buy	1,739,340 +1,681,049	+2,884%	+$19.5M	﹤0.01%	2770
2024 Q2	$709K	Sell	58,291 -767,310	-93%	-$10.3M	﹤0.01%	5141
2024 Q1	$10.1M	Buy	825,601 +825,549	+1,587,594%	+$12.1M	﹤0.01%	3342
2023 Q4	$596	Buy	52 +51	+5,100%	+$481	﹤0.01%	7260
2023 Q3	$9	Buy	+1	New	+$9	﹤0.01%	7563
2023 Q2	–	Sell	-1,193	Closed	-$15.4K	–	7655
2023 Q1	$15.4K	Sell	1,193 -1,038,727	-100%	-$13.3M	﹤0.01%	6725
2022 Q4	$10.4M	Hold	1,039,920	–	–	﹤0.01%	3047
2022 Q3	$7.03M	Buy	1,039,920 +1,038,128	+57,931%	+$8.01M	﹤0.01%	3340
2022 Q2	$15K	Buy	+1,792	New	+$16.7K	﹤0.01%	7089

Other funds holding ALVO

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return

Millennium Management

Millennium Management New York $134B AUM 35.51% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Legal & General Group

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return