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Oxford Financial Group’s Invivyd IVVD Stock Holding History

Oxford Financial Group’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
Q2 		$20.1K Hold
23,094
– – ﹤0.01% 279
2026
Q1 		$30K Hold
23,094
– – ﹤0.01% 276
2025
Q4 		$57K Hold
23,094
– – ﹤0.01% 256
2025
Q3 		$25.4K Hold
23,094
– – ﹤0.01% 254
2025
Q2 		$16.5K Hold
23,094
– – ﹤0.01% 247
2025
Q1 		$14K Buy
+23,094
New +$20.7K ﹤0.01% 250

Other funds holding IVVD

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Oxford Financial Group's IVVD Position: Q2 2026 in Review

Oxford Financial Group held its Invivyd (IVVD) position steady in Q2 2026 at 23,094 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #279.

Oxford Financial Group first reported a position in IVVD in Q1 2025 and has held it in 6 quarters since. The position peaked at $57K in Q4 2025. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Oxford Financial Group held 23,094 shares of Invivyd worth $20.1K as of Q2 2026.
  • Oxford Financial Group left its Invivyd share count unchanged in Q2 2026.
  • Invivyd made up ﹤0.01% of Oxford Financial Group's portfolio in Q2 2026, its #279 holding.
  • Oxford Financial Group first reported a position in Invivyd in Q1 2025 and has held it in 6 quarters since.
  • Oxford Financial Group's Invivyd position peaked at $57K in Q4 2025.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.