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

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

Ellsworth Advisors Hudson, Ohio $609M AUM 52.37% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 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. 10 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.
10 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.