UBS Group’s Avalo Therapeutics AVTX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $17M | Buy |
1,141,980
+664,164
| +139% | +$10.4M | ﹤0.01% | 2776 |
|
|
2025
Q4 | $8.68M | Buy |
477,816
+432,608
| +957% | +$7.3M | ﹤0.01% | 3436 |
|
|
2025
Q3 | $575K | Sell |
45,208
-38,516
| -46% | -$331K | ﹤0.01% | 5989 |
|
|
2025
Q2 | $418K | Sell |
83,724
-15,227
| -15% | -$71.1K | ﹤0.01% | 6157 |
|
|
2025
Q1 | $793K | Buy |
98,951
+432
| +0.4% | +$3.27K | ﹤0.01% | 5480 |
|
|
2024
Q4 | $732K | Buy |
98,519
+92,385
| +1,506% | +$988K | ﹤0.01% | 5564 |
|
|
2024
Q3 | $58.3K | Buy |
6,134
+2,551
| +71% | +$26.3K | ﹤0.01% | 6719 |
|
|
2024
Q2 | $44.7K | Sell |
3,583
-4,130
| -54% | -$53.6K | ﹤0.01% | 6776 |
|
|
2024
Q1 | $168K | Buy |
7,713
+7,711
| +385,550% | +$41.5K | ﹤0.01% | 5967 |
|
|
2023
Q4 | $18 | Buy |
+2
| New | +$45 | ﹤0.01% | 9078 |
|
|
2023
Q3 | – | Sell |
-8
| Closed | -$357 | – | 9173 |
|
|
2023
Q2 | $680 | Sell |
8
-2
| -20% | -$1.35K | ﹤0.01% | 8134 |
|
|
2023
Q1 | $4.11K | Sell |
10
-16
| -62% | -$12.6K | ﹤0.01% | 8230 |
|
|
2022
Q4 | $31.1K | Sell |
26
-2
| -7% | -$2.61K | ﹤0.01% | 7205 |
|
|
2022
Q3 | $22K | Buy |
28
+25
| +833% | +$27.1K | ﹤0.01% | 7239 |
|
|
2022
Q2 | $4K | Sell |
3
-5
| -63% | -$6.69K | ﹤0.01% | 9036 |
|
|
2022
Q1 | $15K | Buy |
8
+2
| +33% | +$5.02K | ﹤0.01% | 7815 |
|
|
2021
Q4 | $30K | Buy |
+6
| New | +$36K | ﹤0.01% | 7389 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 9519 |
|
|
2021
Q2 | – | Sell |
-5
| Closed | -$41.9K | – | 9374 |
|
|
2021
Q1 | $40K | Buy |
5
+2
| +67% | +$18.9K | ﹤0.01% | 6760 |
|
|
2020
Q4 | $22K | Buy |
3
+2
| +200% | +$13.9K | ﹤0.01% | 6865 |
|
|
2020
Q3 | $8K | Sell |
1
-4
| -80% | -$30.1K | ﹤0.01% | 7002 |
|
|
2020
Q2 | $38K | Sell |
5
-3
| -38% | -$21.8K | ﹤0.01% | 6091 |
|
|
2020
Q1 | $57K | Sell |
8
-3
| -27% | -$31.7K | ﹤0.01% | 5717 |
|
|
2019
Q4 | $163K | Buy |
11
+5
| +83% | +$52.7K | ﹤0.01% | 5730 |
|
|
2019
Q3 | $54K | Buy |
6
+4
| +200% | +$44.6K | ﹤0.01% | 6157 |
|
|
2019
Q2 | $35K | Buy |
2
+1
| +100% | +$15.2K | ﹤0.01% | 6207 |
|
|
2019
Q1 | $9K | Hold |
1
| – | – | ﹤0.01% | 6865 |
|
|
2018
Q4 | $12K | Sell |
1
-1
| -50% | -$11.1K | ﹤0.01% | 7130 |
|
|
2018
Q3 | $22K | Hold |
2
| – | – | ﹤0.01% | 6747 |
|
|
2018
Q2 | $20K | Buy |
+2
| New | +$23.8K | ﹤0.01% | 6687 |
|
|
2018
Q1 | – | Sell |
-1
| Closed | -$7K | – | 7799 |
|
|
2017
Q4 | $7K | Buy |
+1
| New | +$4.31K | ﹤0.01% | 7211 |
|
|
2017
Q2 | – | Sell |
-5
| Closed | -$9K | – | 7653 |
|
|
2017
Q1 | $9K | Buy |
5
+1
| +25% | +$2.39K | ﹤0.01% | 6661 |
|
|
2016
Q4 | $10K | Buy |
4
+3
| +300% | +$27.4K | ﹤0.01% | 6910 |
|
|
2016
Q3 | $14K | Buy |
+1
| New | +$10.5K | ﹤0.01% | 6549 |
|
|
2016
Q2 | – | Sell |
-1
| Closed | -$9.09K | – | 7415 |
|
|
2016
Q1 | $11K | Buy |
+1
| New | +$9.88K | ﹤0.01% | 6591 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 8128 |
|
Other funds holding AVTX
CP
BI
ACA
AAA
NCM
FCM
RI
UBS Group's AVTX Position: Q1 2026 in Review
UBS Group increased its Avalo Therapeutics (AVTX) stake by 139% in Q1 2026, buying an estimated $10.4M and bringing the position to 1,141,980 shares worth $17M. The position accounts for ﹤0.01% of the portfolio, ranked #2776.
UBS Group first reported a position in AVTX in Q1 2016 and has held it in 34 quarters since. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.
- UBS Group held 1,141,980 shares of Avalo Therapeutics worth $17M as of Q1 2026.
- UBS Group bought 664,164 Avalo Therapeutics shares in Q1 2026, an estimated $10.4M.
- Avalo Therapeutics made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #2776 holding.
- UBS Group first reported a position in Avalo Therapeutics in Q1 2016 and has held it in 34 quarters since.
- 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.
Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.