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 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

MCM

M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

SCM

Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Naples Global Advisors's IVVD Position: Q1 2026 in Review

Naples Global Advisors held its Invivyd (IVVD) position steady in Q1 2026 at 10,000 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

Naples Global Advisors first reported a position in IVVD in Q3 2023 and has held it in 11 quarters since. The position peaked at $44.4K in Q1 2024. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

Naples Global Advisors held 10,000 shares of Invivyd worth $13K as of Q1 2026.
Naples Global Advisors left its Invivyd share count unchanged in Q1 2026.
Invivyd made up ﹤0.01% of Naples Global Advisors's portfolio in Q1 2026, its #441 holding.
Naples Global Advisors first reported a position in Invivyd in Q3 2023 and has held it in 11 quarters since.
Naples Global Advisors's Invivyd position peaked at $44.4K in Q1 2024.
140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Naples Global Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.