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Sunbelt Securities’s Invivyd IVVD Stock Holding History

Sunbelt Securities’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 		$9.75K Hold
7,500
– – ﹤0.01% 1510
2025
Q4 		$18.5K Hold
7,500
– – ﹤0.01% 1278
2025
Q3 		$8.25K Buy
+7,500
New +$6.65K ﹤0.01% 1485

Other funds holding IVVD

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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

Sunbelt Securities's IVVD Position: Q1 2026 in Review

Sunbelt Securities held its Invivyd (IVVD) position steady in Q1 2026 at 7,500 shares worth $9.75K. The position accounts for ﹤0.01% of the portfolio, ranked #1510.

Sunbelt Securities first reported a position in IVVD in Q3 2025 and has held it in 3 quarters since. The position peaked at $18.5K in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • Sunbelt Securities held 7,500 shares of Invivyd worth $9.75K as of Q1 2026.
  • Sunbelt Securities left its Invivyd share count unchanged in Q1 2026.
  • Invivyd made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1510 holding.
  • Sunbelt Securities first reported a position in Invivyd in Q3 2025 and has held it in 3 quarters since.
  • Sunbelt Securities's Invivyd position peaked at $18.5K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.