TWP
ALVO icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BCL
Bracebridge Capital LLC Boston, Massachusetts $556M AUM 33.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LC
Littlejohn & Co Greenwich, Connecticut $106M AUM 7.38% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return