Stifel Financial
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Stifel Financial’s Alvotech ALVO Stock Holding History

Stifel Financial’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
2026
Q2 		$291K Buy
78,951
+36,375
+85% +$130K ﹤0.01% 3306
2026
Q1 		$146K Buy
42,576
+21,581
+103% +$94.8K ﹤0.01% 3495
2025
Q4 		$108K Buy
+20,995
New +$133K ﹤0.01% 3483

Other funds holding ALVO

RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BCL
Bracebridge Capital LLC Boston, Massachusetts $5.53B AUM 25.79% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $78.6M AUM 1.93% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Stifel Financial's ALVO Position: Q2 2026 in Review

Stifel Financial increased its Alvotech (ALVO) stake by 85% in Q2 2026, buying an estimated $130K and bringing the position to 78,951 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #3306.

Stifel Financial first reported a position in ALVO in Q4 2025 and has held it in 3 quarters since. 72 funds tracked by Wall St. Rank hold ALVO as of Q2 2026.

  • Stifel Financial held 78,951 shares of Alvotech worth $291K as of Q2 2026.
  • Stifel Financial bought 36,375 Alvotech shares in Q2 2026, an estimated $130K.
  • Alvotech made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #3306 holding.
  • Stifel Financial first reported a position in Alvotech in Q4 2025 and has held it in 3 quarters since.
  • 72 funds tracked by Wall St. Rank held Alvotech as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.