Cerity Partners
BIVI icon

Cerity Partners’s BioVie BIVI Stock Holding History

Cerity Partners’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-12,398
Closed -$14.4K – 3255
2025
Q4 		$14.4K Buy
+12,398
New +$20K ﹤0.01% 2851
2025
Q2 		– Sell
-2,933
Closed -$28.7K – 2643
2025
Q1 		$28.7K Buy
2,933
+1,210
+70% +$19.3K ﹤0.01% 2431
2024
Q4 		$34.5K Hold
1,723
– – ﹤0.01% 2390
2024
Q3 		$20.7K Buy
1,723
+896
+108% +$28.6K ﹤0.01% 2511
2024
Q2 		$33.1K Hold
827
– – ﹤0.01% 2189
2024
Q1 		$43.7K Buy
827
+420
+103% +$43.1K ﹤0.01% 2253
2023
Q4 		$51.2K Buy
407
+51
+14% +$15.3K ﹤0.01% 1813
2023
Q3 		$122K Buy
+356
New +$139K ﹤0.01% 1317

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
HF
HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

Cerity Partners's BIVI Position: Q1 2026 in Review

Cerity Partners sold out of BioVie (BIVI) in Q1 2026, closing a stake of 12,398 shares — an estimated $14.4K sold.

Cerity Partners first reported a position in BIVI in Q3 2023 and held it in 8 quarters. The position peaked at $122K in Q3 2023. 33 funds tracked by Wall St. Rank hold BIVI as of Q1 2026.

  • Cerity Partners reported no remaining BioVie position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 12,398 BioVie shares in Q1 2026, an estimated $14.4K.
  • Cerity Partners first reported a position in BioVie in Q3 2023 and held it in 8 quarters.
  • Cerity Partners's BioVie position peaked at $122K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held BioVie as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.