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Tempus Wealth Planning’s Alvotech ALVO Stock Holding History

Tempus Wealth Planning’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 		– Sell
-44,213
Closed -$152K – 283
2026
Q1 		$152K Sell
44,213
-9,667
-18% -$42.5K 0.03% 266
2025
Q4 		$276K Buy
53,880
+20,074
+59% +$127K 0.06% 233
2025
Q3 		$277K Buy
33,806
+2,154
+7% +$18.4K 0.06% 233
2025
Q2 		$289K Buy
31,652
+6,972
+28% +$65.5K 0.07% 218
2025
Q1 		$239K Buy
24,680
+1,213
+5% +$14.7K 0.07% 228
2024
Q4 		$310K Buy
+23,467
New +$289K 0.09% 186

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 40.91% 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

Tempus Wealth Planning's ALVO Position: Q2 2026 in Review

Tempus Wealth Planning sold out of Alvotech (ALVO) in Q2 2026, closing a stake of 44,213 shares — an estimated $152K sold.

Tempus Wealth Planning first reported a position in ALVO in Q4 2024 and held it in 6 quarters. The position peaked at $310K in Q4 2024. 72 funds tracked by Wall St. Rank hold ALVO as of Q2 2026.

  • Tempus Wealth Planning reported no remaining Alvotech position as of Q2 2026 after selling out during the quarter.
  • Tempus Wealth Planning sold 44,213 Alvotech shares in Q2 2026, an estimated $152K.
  • Tempus Wealth Planning first reported a position in Alvotech in Q4 2024 and held it in 6 quarters.
  • Tempus Wealth Planning's Alvotech position peaked at $310K in Q4 2024.
  • 72 funds tracked by Wall St. Rank held Alvotech as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.