Rise Advisors’s Invivyd IVVD Stock Holding History

Rise Advisors’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
2025 Q4	–	Sell	-1,652	Closed	-$1.82K	–	760
2025 Q3	$1.82K	Hold	1,652	–	–	﹤0.01%	1199
2025 Q2	$1.18K	Buy	+1,652	New	+$1.17K	﹤0.01%	1262

Other funds holding IVVD

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

MCM

M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return

SVCM

Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return

Rise Advisors's IVVD Position: Q4 2025 in Review

Rise Advisors sold out of Invivyd (IVVD) in Q4 2025, closing a stake of 1,652 shares — an estimated $1.82K sold.

Rise Advisors first reported a position in IVVD in Q2 2025 and held it in 2 quarters. The position peaked at $1.82K in Q3 2025. 116 funds tracked by Wall St. Rank hold IVVD as of Q4 2025.

Rise Advisors reported no remaining Invivyd position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 1,652 Invivyd shares in Q4 2025, an estimated $1.82K.
Rise Advisors first reported a position in Invivyd in Q2 2025 and held it in 2 quarters.
Rise Advisors's Invivyd position peaked at $1.82K in Q3 2025.
116 funds tracked by Wall St. Rank held Invivyd as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.