Position in ALVO
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$759
-$63 QoQ
Shares Held
206
-14.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 72 holders
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in ALVO Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $2,810,448 across 53 Drug Manufacturers - Specialty & Generic names. ALVO ranks #45 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
3,136 | $528,538 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
789 | $427,499 | |
| 3 | HLN |
Haleon plc
|
32,803 | $306,048 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
16,089 | $257,903 | |
| 5 | PAHC |
Phibro Animal Health Corp
|
6,009 | $188,681 | |
| 6 | COLL |
Collegium Pharmaceutical, Inc
|
5,126 | $185,557 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
5,767 | $141,922 | |
| 8 | ZTS |
Zoetis Inc.
|
1,468 | $105,486 |
All Filings in ALVO
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $759 | 206 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $822 | 240 | Shares | Sole | 2026-05-18 | |
| 2025-09-30 | $1,097 | 134 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,322 | 474 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,497 | 1,706 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $18,389 | 1,390 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||