Wellington Management Group
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Wellington Management Group’s Avalo Therapeutics AVTX Stock Holding History

Wellington Management Group’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 		$1.95M Buy
+105,261
New +$1.66M ﹤0.01% 1630

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

Wellington Management Group's AVTX Position: Q2 2026 in Review

Wellington Management Group opened a new position in Avalo Therapeutics (AVTX) in Q2 2026: 105,261 shares worth $1.95M. The stake represents ﹤0.01% of the portfolio and ranks #1630 among its holdings.

126 funds tracked by Wall St. Rank hold AVTX as of Q2 2026.

  • Wellington Management Group held 105,261 shares of Avalo Therapeutics worth $1.95M as of Q2 2026.
  • Avalo Therapeutics was a new Wellington Management Group position in Q2 2026.
  • Avalo Therapeutics made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1630 holding.
  • 126 funds tracked by Wall St. Rank held Avalo Therapeutics as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.