ALVO β€” ALVOTECH

Ownership history in ROYCE & ASSOCIATES LP  Β·  6 quarters on record

AI Ownership Summary

ROYCE & ASSOCIATES LP reported ALVOTECH (ALVO) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. Peak portfolio weight reached 0.03% in 2025 Q2. The latest visible filing shows ALVO at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this ALVO ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ROYCE & ASSOCIATES LP's position in ALVOTECH, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

ALVO was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ROYCE & ASSOCIATES LP held ALVO β€” position size vs. price
% of Fund (quarterly)    ALVO price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 124,346 -148,728 -54.5% 0.01% $1.0M 2025-11-12 $5.60
2025 Q2 ADDED 273,074 +102,031 +59.7% 0.03% $2.5M 2025-08-11 $8.52
2025 Q1 ADDED 171,043 +12,043 +7.6% 0.02% $1.7M 2025-05-06 $7.97
2024 Q4 ADDED 159,000 +28,000 +21.4% 0.02% $2.1M 2025-02-10 $12.75
2024 Q3 ADDED 131,000 +37,000 +39.4% 0.01% $1.6M 2024-11-06 $12.75
2024 Q2 INITIATED 94,000 β€” β€” 0.01% $1.1M 2024-08-13 $10.79

FAQ About ROYCE & ASSOCIATES LP and ALVO

These are the practical questions this page is built to answer before you even open the full history table.

How long has ROYCE & ASSOCIATES LP reported owning ALVO?

ROYCE & ASSOCIATES LP reported ALVO across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported ALVO position in ROYCE & ASSOCIATES LP's portfolio?

The largest reported portfolio weight for ALVO was 0.03% in 2025 Q2.

What is the latest reported ALVO position on this page?

The most recent filing on this page is 2025 Q3, when ROYCE & ASSOCIATES LP reported 124,346 shares, equal to 0.01% of portfolio, with an estimated market value of $1.0M.

What does the chart on this ALVO ownership page compare?

The chart compares ROYCE & ASSOCIATES LP's quarterly ALVO portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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