UCFA
IVVD icon

United Capital Financial Advisors’s Invivyd IVVD Stock Holding History

United Capital Financial Advisors’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$125K Hold
96,507
– – ﹤0.01% 1588
2025
Q4 		$238K Hold
96,507
– – ﹤0.01% 1264
2025
Q3 		$106K Hold
96,507
– – ﹤0.01% 1189
2025
Q2 		$68.5K Hold
96,507
– – ﹤0.01% 1082
2025
Q1 		$58.9K Buy
+96,507
New +$86.6K ﹤0.01% 1052

Other funds holding IVVD

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
MCM
M28 Capital Management Stamford, Connecticut $53.8M AUM 28.63% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return

United Capital Financial Advisors's IVVD Position: Q1 2026 in Review

United Capital Financial Advisors held its Invivyd (IVVD) position steady in Q1 2026 at 96,507 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

United Capital Financial Advisors first reported a position in IVVD in Q1 2025 and has held it in 5 quarters since. The position peaked at $238K in Q4 2025. 140 funds tracked by Wall St. Rank hold IVVD as of Q1 2026.

  • United Capital Financial Advisors held 96,507 shares of Invivyd worth $125K as of Q1 2026.
  • United Capital Financial Advisors left its Invivyd share count unchanged in Q1 2026.
  • Invivyd made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #1588 holding.
  • United Capital Financial Advisors first reported a position in Invivyd in Q1 2025 and has held it in 5 quarters since.
  • United Capital Financial Advisors's Invivyd position peaked at $238K in Q4 2025.
  • 140 funds tracked by Wall St. Rank held Invivyd as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.