4Wealth Advisors
BHVN icon

4Wealth Advisors’s Biohaven BHVN Stock Holding History

4Wealth Advisors’s Portfolio BHVN Stock Details BHVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$184K Sell
13,837
-695
-5% -$10.1K 0.13% 139
2026
Q2 		$217K Buy
14,532
+216
+2% +$2.32K 0.17% 142
2026
Q1 		$116K Buy
+14,316
New +$157K 0.1% 137

Other funds holding BHVN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
QTR Family Wealth
QTR Family Wealth Lake Mary, Florida $270M AUM 34.3% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $483B AUM 41.26% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

4Wealth Advisors's BHVN Position: Q3 2026 in Review

4Wealth Advisors reduced its Biohaven (BHVN) stake by 4.8% in Q3 2026, selling an estimated $10.1K and leaving 13,837 shares worth $184K. The position accounts for 0.13% of the portfolio, ranked #139.

4Wealth Advisors first reported a position in BHVN in Q1 2026 and has held it in 3 quarters since. The position peaked at $217K in Q2 2026. 108 funds tracked by Wall St. Rank hold BHVN as of Q3 2026.

  • 4Wealth Advisors held 13,837 shares of Biohaven worth $184K as of Q3 2026.
  • 4Wealth Advisors sold 695 Biohaven shares in Q3 2026, an estimated $10.1K.
  • Biohaven made up 0.13% of 4Wealth Advisors's portfolio in Q3 2026, its #139 holding.
  • 4Wealth Advisors first reported a position in Biohaven in Q1 2026 and has held it in 3 quarters since.
  • 4Wealth Advisors's Biohaven position peaked at $217K in Q2 2026.
  • 108 funds tracked by Wall St. Rank held Biohaven as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.