Carson Wealth (CWM LLC)
BHVN icon

Carson Wealth (CWM LLC)’s Biohaven BHVN Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$1.17M Buy
138,410
+72,691
+111% +$795K ﹤0.01% 1452
2025
Q4 		$742K Buy
65,719
+54,560
+489% +$676K ﹤0.01% 1672
2025
Q3 		$167K Buy
11,159
+3,127
+39% +$45.5K ﹤0.01% 2577
2025
Q2 		$113K Sell
8,032
-5,647
-41% -$101K ﹤0.01% 2603
2025
Q1 		$329K Buy
13,679
+6,400
+88% +$226K ﹤0.01% 1622
2024
Q4 		$272K Buy
7,279
+6,317
+657% +$295K ﹤0.01% 1652
2024
Q3 		$48K Sell
962
-13,590
-93% -$529K ﹤0.01% 2717
2024
Q2 		$505K Buy
14,552
+13,822
+1,893% +$547K ﹤0.01% 1195
2024
Q1 		$40K Buy
730
+401
+122% +$19.9K ﹤0.01% 2442
2023
Q4 		$14K Hold
329
– – ﹤0.01% 2971
2023
Q3 		$9K Hold
329
– – ﹤0.01% 3173
2023
Q2 		$8K Buy
329
+251
+322% +$4.32K ﹤0.01% 3184
2023
Q1 		$1K Sell
78
-1
-1% -$16 ﹤0.01% 3774
2022
Q4 		$1K Buy
+79
New +$1.12K ﹤0.01% 3697

Other funds holding BHVN

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $242M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BHVN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Biohaven (BHVN) stake by 111% in Q1 2026, buying an estimated $795K and bringing the position to 138,410 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Carson Wealth (CWM LLC) first reported a position in BHVN in Q4 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold BHVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 138,410 shares of Biohaven worth $1.17M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 72,691 Biohaven shares in Q1 2026, an estimated $795K.
  • Biohaven made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1452 holding.
  • Carson Wealth (CWM LLC) first reported a position in Biohaven in Q4 2022 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Biohaven as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.