Morgan Stanley
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Morgan Stanley’s Avalo Therapeutics AVTX Stock Holding History

Morgan Stanley’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
Q1 		$2.41M Sell
161,392
-103,515
-39% -$1.62M ﹤0.01% 4637
2025
Q4 		$4.81M Buy
264,907
+264,897
+2,648,970% +$4.47M ﹤0.01% 4206
2025
Q3 		$127 Hold
10
– – ﹤0.01% 7643
2025
Q2 		$50 Sell
10
-350
-97% -$1.64K ﹤0.01% 7782
2025
Q1 		$2.88K Buy
360
+350
+3,500% +$2.65K ﹤0.01% 7101
2024
Q4 		$74 Hold
10
– – ﹤0.01% 7513
2024
Q3 		$96 Hold
10
– – ﹤0.01% 7448
2024
Q2 		$124 Sell
10
-29
-74% -$376 ﹤0.01% 7328
2024
Q1 		$848 Sell
39
-49
-56% -$264 ﹤0.01% 7188
2023
Q4 		$800 Buy
88
+44
+100% +$991 ﹤0.01% 7233
2023
Q3 		$1.27K Sell
44
-1
-2% -$45 ﹤0.01% 7205
2023
Q2 		$3.85K Sell
45
-6
-12% -$4.04K ﹤0.01% 7040
2023
Q1 		$21.6K Sell
51
-1
-2% -$788 ﹤0.01% 6598
2022
Q4 		$62.6K Buy
52
+4
+8% +$5.21K ﹤0.01% 6192
2022
Q3 		$38K Buy
48
+34
+243% +$36.9K ﹤0.01% 6526
2022
Q2 		$20K Sell
14
-12
-46% -$16.1K ﹤0.01% 6980
2022
Q1 		$54K Sell
26
-28
-52% -$70.3K ﹤0.01% 6666
2021
Q4 		$262K Buy
54
+28
+108% +$168K ﹤0.01% 5915
2021
Q3 		$160K Sell
26
-42
-62% -$340K ﹤0.01% 6109
2021
Q2 		$643K Buy
+68
New +$570K ﹤0.01% 5366
2021
Q1 		– Sell
-18
Closed -$170K – 7205
2020
Q4 		$138K Buy
18
+17
+1,700% +$118K ﹤0.01% 5774
2020
Q3 		$7K Sell
1
-2
-67% -$15K ﹤0.01% 6360
2020
Q2 		$23K Buy
3
+2
+200% +$14.5K ﹤0.01% 5971
2020
Q1 		$6K Sell
1
-10
-91% -$106K ﹤0.01% 6145
2019
Q4 		$176K Buy
11
+8
+267% +$84.4K ﹤0.01% 5461
2019
Q3 		$32K Buy
+3
New +$33.5K ﹤0.01% 5870
2019
Q2 		– Sell
-1
Closed -$15.2K – 6638
2019
Q1 		$18K Buy
+1
New +$15K ﹤0.01% 6033
2018
Q3 		– Sell
-1
Closed -$17K – 6707
2018
Q2 		$17K Sell
1
-3
-75% -$35.7K ﹤0.01% 6182
2018
Q1 		$49K Buy
4
+1
+33% +$11.3K ﹤0.01% 5882
2017
Q4 		$27K Buy
+3
New +$12.9K ﹤0.01% 5996
2016
Q2 		– Hold
0
– – – 6504
2016
Q1 		– Hold
0
– – – 6565
2015
Q4 		– Hold
0
– – – 6658

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Morgan Stanley's AVTX Position: Q1 2026 in Review

Morgan Stanley reduced its Avalo Therapeutics (AVTX) stake by 39% in Q1 2026, selling an estimated $1.62M and leaving 161,392 shares worth $2.41M. The position accounts for ﹤0.01% of the portfolio, ranked #4637.

Morgan Stanley first reported a position in AVTX in Q4 2017 and has held it in 30 quarters since. The position peaked at $4.81M in Q4 2025. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Morgan Stanley held 161,392 shares of Avalo Therapeutics worth $2.41M as of Q1 2026.
  • Morgan Stanley sold 103,515 Avalo Therapeutics shares in Q1 2026, an estimated $1.62M.
  • Avalo Therapeutics made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4637 holding.
  • Morgan Stanley first reported a position in Avalo Therapeutics in Q4 2017 and has held it in 30 quarters since.
  • Morgan Stanley's Avalo Therapeutics position peaked at $4.81M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.