WANY
IVVD icon

Wealthspire Advisors (New York)’s Invivyd IVVD Stock Holding History

Wealthspire Advisors (New York)’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
Q2 		$15.3K Hold
17,595
– – ﹤0.01% 1275
2026
Q1 		$22.9K Buy
+17,595
New +$32.3K ﹤0.01% 922

Other funds holding IVVD

JT
Jupiter Topco New York $245B AUM
BI
BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MCM
M28 Capital Management Stamford, Connecticut $47.2M AUM 32.31% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $697M AUM 628.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Wealthspire Advisors (New York)'s IVVD Position: Q2 2026 in Review

Wealthspire Advisors (New York) held its Invivyd (IVVD) position steady in Q2 2026 at 17,595 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1275.

Wealthspire Advisors (New York) first reported a position in IVVD in Q1 2026 and has held it in 2 quarters since. The position peaked at $22.9K in Q1 2026. 125 funds tracked by Wall St. Rank hold IVVD as of Q2 2026.

  • Wealthspire Advisors (New York) held 17,595 shares of Invivyd worth $15.3K as of Q2 2026.
  • Wealthspire Advisors (New York) left its Invivyd share count unchanged in Q2 2026.
  • Invivyd made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1275 holding.
  • Wealthspire Advisors (New York) first reported a position in Invivyd in Q1 2026 and has held it in 2 quarters since.
  • Wealthspire Advisors (New York)'s Invivyd position peaked at $22.9K in Q1 2026.
  • 125 funds tracked by Wall St. Rank held Invivyd as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.