ORG Wealth Partners
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ORG Wealth Partners’s Avalo Therapeutics AVTX Stock Holding History

ORG Wealth Partners’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$45 Buy
+3
New +$55 ﹤0.01% 2505

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 31.32% 1-Year Est. Return
Nan Fung Trinity
Nan Fung Trinity Central, Hong Kong, Hong Kong $1.04B AUM 32.17% 1-Year Est. Return
CenterBook Partners
CenterBook Partners Greenwich, Connecticut $2.18B AUM 12.5% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's AVTX Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Avalo Therapeutics (AVTX) in Q3 2026: 3 shares worth $45. The stake represents ﹤0.01% of the portfolio and ranks #2505 among its holdings.

47 funds tracked by Wall St. Rank hold AVTX as of Q3 2026.

  • ORG Wealth Partners held 3 shares of Avalo Therapeutics worth $45 as of Q3 2026.
  • Avalo Therapeutics was a new ORG Wealth Partners position in Q3 2026.
  • Avalo Therapeutics made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2505 holding.
  • 47 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.