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Velan Capital Investment Management’s Avalo Therapeutics AVTX Stock Holding History

Velan Capital Investment Management’s Portfolio AVTX Stock Details AVTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6M Buy
324,452
+139,330
+75% +$2.2M 3.65% 11
2026
Q1 		$2.76M Sell
185,122
-78,520
-30% -$1.23M 1.73% 15
2025
Q4 		$4.79M Hold
263,642
– – 2.78% 11
2025
Q3 		$3.35M Buy
263,642
+108,670
+70% +$935K 3.15% 13
2025
Q2 		$773K Buy
154,972
+43,000
+38% +$201K 0.76% 25
2025
Q1 		$897K Buy
111,972
+2,000
+2% +$15.2K 0.92% 23
2024
Q4 		$817K Buy
+109,972
New +$1.18M 0.71% 18

Other funds holding AVTX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
CP
Caligan Partners New York $2.13B AUM 758.65% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $2.21B AUM 431.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $11.1B AUM 207.82% 1-Year Est. Return

Velan Capital Investment Management's AVTX Position: Q2 2026 in Review

Velan Capital Investment Management increased its Avalo Therapeutics (AVTX) stake by 75% in Q2 2026, buying an estimated $2.2M and bringing the position to 324,452 shares worth $6M. The position accounts for 3.65% of the portfolio, ranked #11.

Velan Capital Investment Management first reported a position in AVTX in Q4 2024 and has held it in 7 quarters since. 125 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Velan Capital Investment Management held 324,452 shares of Avalo Therapeutics worth $6M as of Q2 2026.
  • Velan Capital Investment Management bought 139,330 Avalo Therapeutics shares in Q2 2026, an estimated $2.2M.
  • Avalo Therapeutics made up 3.65% of Velan Capital Investment Management's portfolio in Q2 2026, its #11 holding.
  • Velan Capital Investment Management first reported a position in Avalo Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • 125 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Velan Capital Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.