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Steward Partners Investment Advisory’s Alvotech ALVO Stock Holding History

Steward Partners Investment Advisory’s Portfolio ALVO Stock Details ALVO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,715
Closed -$14K – 4313
2025
Q3 		$14K Buy
+1,715
New +$14.6K ﹤0.01% 3248

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LC
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PC
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Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Steward Partners Investment Advisory's ALVO Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of Alvotech (ALVO) in Q4 2025, closing a stake of 1,715 shares — an estimated $14K sold.

Steward Partners Investment Advisory first reported a position in ALVO in Q3 2025 and held it in 1 quarter. The position peaked at $14K in Q3 2025. 49 funds tracked by Wall St. Rank hold ALVO as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining Alvotech position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 1,715 Alvotech shares in Q4 2025, an estimated $14K.
  • Steward Partners Investment Advisory first reported a position in Alvotech in Q3 2025 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Alvotech position peaked at $14K in Q3 2025.
  • 49 funds tracked by Wall St. Rank held Alvotech as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.