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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
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

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

Oxford Financial Group's IVVD Position: Q1 2026 in Review

Oxford Financial Group held its Invivyd (IVVD) position steady in Q1 2026 at 23,094 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Oxford Financial Group first reported a position in IVVD in Q1 2025 and has held it in 5 quarters since. The position peaked at $57K in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Oxford Financial Group held 23,094 shares of Invivyd worth $30K as of Q1 2026.
  • Oxford Financial Group left its Invivyd share count unchanged in Q1 2026.
  • Invivyd made up ﹤0.01% of Oxford Financial Group's portfolio in Q1 2026, its #276 holding.
  • Oxford Financial Group first reported a position in Invivyd in Q1 2025 and has held it in 5 quarters since.
  • Oxford Financial Group's Invivyd position peaked at $57K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.