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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
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 $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
CP
Caligan Partners New York $1.5B AUM 518.95% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Velan Capital Investment Management's AVTX Position: Q1 2026 in Review

Velan Capital Investment Management reduced its Avalo Therapeutics (AVTX) stake by 30% in Q1 2026, selling an estimated $1.23M and leaving 185,122 shares worth $2.76M. The position accounts for 1.73% of the portfolio, ranked #15.

Velan Capital Investment Management first reported a position in AVTX in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.79M in Q4 2025. 97 funds tracked by Wall St. Rank hold AVTX as of Q1 2026.

  • Velan Capital Investment Management held 185,122 shares of Avalo Therapeutics worth $2.76M as of Q1 2026.
  • Velan Capital Investment Management sold 78,520 Avalo Therapeutics shares in Q1 2026, an estimated $1.23M.
  • Avalo Therapeutics made up 1.73% of Velan Capital Investment Management's portfolio in Q1 2026, its #15 holding.
  • Velan Capital Investment Management first reported a position in Avalo Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • Velan Capital Investment Management's Avalo Therapeutics position peaked at $4.79M in Q4 2025.
  • 97 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q1 2026.

Based on Velan Capital Investment Management's 13F filing for Q1 2026, filed 15 May 2026.