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True Wealth Design’s ArriVent BioPharma AVBP Stock Holding History

True Wealth Design’s Portfolio AVBP Stock Details AVBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-6
Closed -$139 – 2912
2026
Q1 		$139 Buy
6
+2
+50% +$45 ﹤0.01% 2405
2025
Q4 		$81 Buy
+4
New +$83 ﹤0.01% 2370

Other funds holding AVBP

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $1.11B AUM 866.76% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SI
Sofinnova Investments Menlo Park, California $1.93B AUM 134.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

True Wealth Design's AVBP Position: Q2 2026 in Review

True Wealth Design sold out of ArriVent BioPharma (AVBP) in Q2 2026, closing a stake of 6 shares — an estimated $139 sold.

True Wealth Design first reported a position in AVBP in Q4 2025 and held it in 2 quarters. The position peaked at $139 in Q1 2026. 158 funds tracked by Wall St. Rank hold AVBP as of Q2 2026.

  • True Wealth Design reported no remaining ArriVent BioPharma position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 6 ArriVent BioPharma shares in Q2 2026, an estimated $139.
  • True Wealth Design first reported a position in ArriVent BioPharma in Q4 2025 and held it in 2 quarters.
  • True Wealth Design's ArriVent BioPharma position peaked at $139 in Q1 2026.
  • 158 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.