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Optimize Financial’s ArriVent BioPharma AVBP Stock Holding History

Optimize Financial’s Portfolio AVBP Stock Details AVBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$655K Sell
18,851
-65
-0.3% -$1.92K 0.24% 77
2026
Q1 		$436K Buy
+18,916
New +$427K 0.21% 161

Other funds holding AVBP

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Optimize Financial's AVBP Position: Q2 2026 in Review

Optimize Financial reduced its ArriVent BioPharma (AVBP) stake by 0.34% in Q2 2026, selling an estimated $1.92K and leaving 18,851 shares worth $655K. The position accounts for 0.24% of the portfolio, ranked #77.

Optimize Financial first reported a position in AVBP in Q1 2026 and has held it in 2 quarters since. 158 funds tracked by Wall St. Rank hold AVBP as of Q2 2026.

  • Optimize Financial held 18,851 shares of ArriVent BioPharma worth $655K as of Q2 2026.
  • Optimize Financial sold 65 ArriVent BioPharma shares in Q2 2026, an estimated $1.92K.
  • ArriVent BioPharma made up 0.24% of Optimize Financial's portfolio in Q2 2026, its #77 holding.
  • Optimize Financial first reported a position in ArriVent BioPharma in Q1 2026 and has held it in 2 quarters since.
  • 158 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.