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Oaktree Fund Advisors’s Alvotech ALVO Stock Holding History

Oaktree Fund Advisors’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 		$264K Buy
217,663
+70,820
+48% +$311K 0.46% 12
2025
Q4 		$397K Buy
146,843
+70,820
+93% +$447K 0.73% 13
2025
Q3 		$623K Hold
76,023
– – 1.15% 14
2025
Q2 		$693K Sell
76,023
-29,093
-28% -$273K 1.2% 15
2025
Q1 		$1.02M Sell
105,116
-11,178
-10% -$136K 1.48% 20
2024
Q4 		$1.54M Sell
116,294
-2,450
-2% -$30.2K 2.58% 15
2024
Q3 		$1.41M Hold
118,744
– – 1.59% 20
2024
Q2 		$1.44M Sell
118,744
-17,307
-13% -$231K 1.36% 16
2024
Q1 		$1.66M Sell
136,051
-387,864
-74% -$5.68M 1.49% 16
2023
Q4 		$6.01M Buy
523,915
+52,662
+11% +$497K 5.4% 10
2023
Q3 		$4.3M Sell
471,253
-352,944
-43% -$3.27M 4.31% 11
2023
Q2 		$6.38M Sell
824,197
-260,720
-24% -$2.43M 5.41% 7
2023
Q1 		$14M Buy
1,084,917
+417,550
+63% +$5.34M 13.22% 1
2022
Q4 		$6.67M Hold
667,367
– – 9.97% 4
2022
Q3 		$4.51M Hold
667,367
– – 7.02% 7
2022
Q2 		$5.48M Buy
+667,367
New +$6.21M 9.61% 5

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
Millennium Management New York $240B 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
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VFT
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 $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Oaktree Fund Advisors's ALVO Position: Q1 2026 in Review

Oaktree Fund Advisors increased its Alvotech (ALVO) stake by 48% in Q1 2026, buying an estimated $311K and bringing the position to 217,663 shares worth $264K. The position accounts for 0.46% of the portfolio, ranked #12.

Oaktree Fund Advisors first reported a position in ALVO in Q2 2022 and has held it in 16 quarters since. The position peaked at $14M in Q1 2023. 57 funds tracked by Wall St. Rank hold ALVO as of Q1 2026.

  • Oaktree Fund Advisors held 217,663 shares of Alvotech worth $264K as of Q1 2026.
  • Oaktree Fund Advisors bought 70,820 Alvotech shares in Q1 2026, an estimated $311K.
  • Alvotech made up 0.46% of Oaktree Fund Advisors's portfolio in Q1 2026, its #12 holding.
  • Oaktree Fund Advisors first reported a position in Alvotech in Q2 2022 and has held it in 16 quarters since.
  • Oaktree Fund Advisors's Alvotech position peaked at $14M in Q1 2023.
  • 57 funds tracked by Wall St. Rank held Alvotech as of Q1 2026.

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