Root Financial Partners’s Avalyn Pharma AVLN Stock Holding History

Root Financial Partners’s Portfolio AVLN Stock Details AVLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$313	Buy	+11	New	+$355	﹤0.01%	3394

Other funds holding AVLN

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

NVP Associates Menlo Park, California $282M AUM 85.02% 1-Year Est. Return

Eventide Asset Management Boston, Massachusetts $7.14B AUM 65.02% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Andera Partners Paris $176M AUM 1.8% 1-Year Est. Return

Pivotal bioVenture Partners Investment Advisor San Francisco, California $252M AUM 45.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Silverarc Capital Management Boston, Massachusetts $854M AUM 179.73% 1-Year Est. Return

Root Financial Partners's AVLN Position: Q3 2026 in Review

Root Financial Partners opened a new position in Avalyn Pharma (AVLN) in Q3 2026: 11 shares worth $313. The stake represents ﹤0.01% of the portfolio and ranks #3394 among its holdings.

61 funds tracked by Wall St. Rank hold AVLN as of Q3 2026.

Root Financial Partners held 11 shares of Avalyn Pharma worth $313 as of Q3 2026.
Avalyn Pharma was a new Root Financial Partners position in Q3 2026.
Avalyn Pharma made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3394 holding.
61 funds tracked by Wall St. Rank held Avalyn Pharma as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.