Ulland Investment Advisors, LLC ALVO β€” Alvotech

Ownership history in Ulland Investment Advisors, LLC  Β·  3 quarters on record

AI Ownership Summary

Ulland Investment Advisors, LLC reported Alvotech (ALVO) in 3 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.3% in 2025 Q4. The latest visible filing shows ALVO at 0.29% 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 Ulland Investment Advisors, LLC'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
2026 Q1

ALVO was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.3% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 to 2026 Q1

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 Ulland Investment Advisors, LLC held ALVO β€” position size vs. price
% of Fund (quarterly)    ALVO price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 3 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED β€” β€” β€” 98,100 +25,600 +35.3% 0.29% $336 2026-04-27 $3.30
2025 Q4 ADDED β€” β€” β€” 72,500 +61,250 +544.4% 0.30% $372K 2026-01-08 $4.73
2025 Q3 INITIATED β€” β€” β€” 11,250 β€” β€” 0.07% $92K 2025-11-13 $5.52

🏒 Other funds also holding ALVO

As of 2026 Q2 β€” sorted by position size

Steadtrust LLC 0.07%

FAQ About Ulland Investment Advisors, LLC and ALVO

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

How long has Ulland Investment Advisors, LLC reported owning ALVO?

Ulland Investment Advisors, LLC reported ALVO across 3 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported ALVO position in Ulland Investment Advisors, LLC's portfolio?

The largest reported portfolio weight for ALVO was 0.30% in 2025 Q4.

What is the latest reported ALVO position on this page?

The most recent filing on this page is 2026 Q1, when Ulland Investment Advisors, LLC reported 98,100 shares, equal to 0.29% of portfolio, with an estimated market value of $336.

What does the chart on this ALVO ownership page compare?

The chart compares Ulland Investment Advisors, LLC'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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