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Clearstead Advisors’s Biohaven BHVN Stock Holding History

Clearstead 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 		$3.05K Buy
+205
New +$2.21K ﹤0.01% 2337
2026
Q1 		– Sell
-31
Closed -$350 – 2323
2025
Q4 		$350 Sell
31
-248
-89% -$3.07K ﹤0.01% 2350
2025
Q3 		$4.19K Buy
+279
New +$4.06K ﹤0.01% 2224
2025
Q2 		– Sell
-290
Closed -$6.97K – 2746
2025
Q1 		$6.97K Buy
+290
New +$10.2K ﹤0.01% 1694

Other funds holding BHVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Clearstead Advisors's BHVN Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Biohaven (BHVN) in Q2 2026: 205 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #2337 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in BHVN as recently as Q4 2025.

Clearstead Advisors first reported a position in BHVN in Q1 2025 and has held it in 4 quarters since. The position peaked at $6.97K in Q1 2025. 105 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • Clearstead Advisors held 205 shares of Biohaven worth $3.05K as of Q2 2026.
  • Biohaven was a new Clearstead Advisors position in Q2 2026.
  • Biohaven made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2337 holding.
  • Clearstead Advisors first reported a position in Biohaven in Q1 2025 and has held it in 4 quarters since.
  • Clearstead Advisors's Biohaven position peaked at $6.97K in Q1 2025.
  • 105 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.