4A
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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
Q2 		$217K Buy
14,532
+216
+2% +$2.33K 0.17% 142
2026
Q1 		$116K Buy
+14,316
New +$157K 0.1% 137

Other funds holding BHVN

AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
QFW
QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

4Wealth Advisors's BHVN Position: Q2 2026 in Review

4Wealth Advisors increased its Biohaven (BHVN) stake by 1.5% in Q2 2026, buying an estimated $2.33K and bringing the position to 14,532 shares worth $217K. The position accounts for 0.17% of the portfolio, ranked #142.

4Wealth Advisors first reported a position in BHVN in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • 4Wealth Advisors held 14,532 shares of Biohaven worth $217K as of Q2 2026.
  • 4Wealth Advisors bought 216 Biohaven shares in Q2 2026, an estimated $2.33K.
  • Biohaven made up 0.17% of 4Wealth Advisors's portfolio in Q2 2026, its #142 holding.
  • 4Wealth Advisors first reported a position in Biohaven in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.