Naples Global Advisors’s Invivyd IVVD Stock Holding History

Naples Global Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.72K	Hold	10,000	–	–	﹤0.01%	466
2026 Q1	$13K	Hold	10,000	–	–	﹤0.01%	441
2025 Q4	$24.7K	Hold	10,000	–	–	﹤0.01%	436
2025 Q3	$11K	Hold	10,000	–	–	﹤0.01%	436
2025 Q2	$7.15K	Hold	10,000	–	–	﹤0.01%	418
2025 Q1	$6.05K	Hold	10,000	–	–	﹤0.01%	398
2024 Q4	$4.43K	Hold	10,000	–	–	﹤0.01%	403
2024 Q3	$10.2K	Hold	10,000	–	–	﹤0.01%	400
2024 Q2	$11K	Hold	10,000	–	–	﹤0.01%	393
2024 Q1	$44.4K	Hold	10,000	–	–	﹤0.01%	406
2023 Q4	$39.4K	Sell	10,000 -10,000	-50%	-$18.9K	﹤0.01%	406
2023 Q3	$34K	Buy	+20,000	New	+$31.8K	﹤0.01%	393

Other funds holding IVVD

Jupiter Topco New York $245B AUM

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return

Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

MCM

M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Naples Global Advisors's IVVD Position: Q2 2026 in Review

Naples Global Advisors held its Invivyd (IVVD) position steady in Q2 2026 at 10,000 shares worth $8.72K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Naples Global Advisors first reported a position in IVVD in Q3 2023 and has held it in 12 quarters since. The position peaked at $44.4K in Q1 2024. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

Naples Global Advisors held 10,000 shares of Invivyd worth $8.72K as of Q2 2026.
Naples Global Advisors left its Invivyd share count unchanged in Q2 2026.
Invivyd made up ﹤0.01% of Naples Global Advisors's portfolio in Q2 2026, its #466 holding.
Naples Global Advisors first reported a position in Invivyd in Q3 2023 and has held it in 12 quarters since.
Naples Global Advisors's Invivyd position peaked at $44.4K in Q1 2024.
125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on Naples Global Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.