Oaktree Capital Management’s Alvotech ALVO Stock Holding History

Oaktree Capital Management’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	$339K	Sell	240,038 -293,618	-55%	-$1.29M	0.01%	145
2025 Q4	$2.02M	Sell	533,656 -1,030,020	-66%	-$6.51M	0.03%	146
2025 Q3	$12.8M	Hold	1,563,676	–	–	0.2%	84
2025 Q2	$14.3M	Sell	1,563,676 -304,807	-16%	-$2.86M	0.25%	61
2025 Q1	$18.1M	Sell	1,868,483 -57,222	-3%	-$694K	0.35%	49
2024 Q4	$25.5M	Sell	1,925,705 -606,322	-24%	-$7.47M	0.45%	44
2024 Q3	$30.1M	Hold	2,532,027	–	–	0.48%	39
2024 Q2	$30.8M	Sell	2,532,027 -367,174	-13%	-$4.91M	0.49%	29
2024 Q1	$35.4M	Sell	2,899,201 -2,551,695	-47%	-$37.3M	0.56%	28
2023 Q4	$62.6M	Buy	5,450,896 +407,391	+8%	+$3.84M	0.91%	27
2023 Q3	$46M	Sell	5,043,505 -1,715,655	-25%	-$15.9M	0.67%	27
2023 Q2	$52.3M	Sell	6,759,160 -1,003,473	-13%	-$9.34M	0.69%	29
2023 Q1	$100M	Buy	7,762,633 +1,423,973	+22%	+$18.2M	1.11%	19
2022 Q4	$63.4M	Hold	6,338,660	–	–	0.67%	27
2022 Q3	$42.8M	Hold	6,338,660	–	–	0.47%	32
2022 Q2	$52M	Buy	+6,338,660	New	+$59M	0.6%	29

Other funds holding ALVO

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BCL

Bracebridge Capital LLC Boston, Massachusetts $3.73B AUM 33.02% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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 $5.72T AUM 30.48% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Oaktree Capital Management's ALVO Position: Q1 2026 in Review

Oaktree Capital Management reduced its Alvotech (ALVO) stake by 55% in Q1 2026, selling an estimated $1.29M and leaving 240,038 shares worth $339K. The position accounts for 0.01% of the portfolio, ranked #145.

Oaktree Capital Management first reported a position in ALVO in Q2 2022 and has held it in 16 quarters since. The position peaked at $100M in Q1 2023. 57 funds tracked by Wall St. Rank hold ALVO as of Q1 2026.

Oaktree Capital Management held 240,038 shares of Alvotech worth $339K as of Q1 2026.
Oaktree Capital Management sold 293,618 Alvotech shares in Q1 2026, an estimated $1.29M.
Alvotech made up 0.01% of Oaktree Capital Management's portfolio in Q1 2026, its #145 holding.
Oaktree Capital Management first reported a position in Alvotech in Q2 2022 and has held it in 16 quarters since.
Oaktree Capital Management's Alvotech position peaked at $100M in Q1 2023.
57 funds tracked by Wall St. Rank held Alvotech as of Q1 2026.

Based on Oaktree Capital Management's 13F filing for Q1 2026, filed 15 May 2026.