Creative Planning
BHVN icon

Creative Planning’s Biohaven BHVN Stock Holding History

Creative Planning’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 		$1.76M Buy
118,599
+62,486
+111% +$673K ﹤0.01% 2189
2026
Q1 		$475K Buy
56,113
+19,508
+53% +$213K ﹤0.01% 3068
2025
Q4 		$413K Buy
36,605
+20,493
+127% +$254K ﹤0.01% 3003
2025
Q3 		$242K Buy
16,112
+5,140
+47% +$74.8K ﹤0.01% 3315
2025
Q2 		$155K Sell
10,972
-7,220
-40% -$129K ﹤0.01% 3318
2025
Q1 		$437K Buy
18,192
+1,555
+9% +$54.8K ﹤0.01% 2411
2024
Q4 		$621K Sell
16,637
-1,572
-9% -$73.3K ﹤0.01% 2032
2024
Q3 		$910K Buy
18,209
+6,674
+58% +$260K ﹤0.01% 1589
2024
Q2 		$400K Sell
11,535
-1,636
-12% -$64.7K ﹤0.01% 2124
2024
Q1 		$720K Buy
13,171
+3,320
+34% +$164K ﹤0.01% 1577
2023
Q4 		$422K Sell
9,851
-1,690
-15% -$52.6K ﹤0.01% 1824
2023
Q3 		$300K Buy
11,541
+395
+4% +$8.21K ﹤0.01% 1946
2023
Q2 		$267K Buy
11,146
+828
+8% +$14.3K ﹤0.01% 2001
2023
Q1 		$141K Sell
10,318
-283
-3% -$4.5K ﹤0.01% 2198
2022
Q4 		$147K Buy
+10,601
New +$150K ﹤0.01% 2087

Other funds holding BHVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 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 $983M AUM 26.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Creative Planning's BHVN Position: Q2 2026 in Review

Creative Planning increased its Biohaven (BHVN) stake by 111% in Q2 2026, buying an estimated $673K and bringing the position to 118,599 shares worth $1.76M. The position accounts for ﹤0.01% of the portfolio, ranked #2189.

Creative Planning first reported a position in BHVN in Q4 2022 and has held it in 15 quarters since. 296 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • Creative Planning held 118,599 shares of Biohaven worth $1.76M as of Q2 2026.
  • Creative Planning bought 62,486 Biohaven shares in Q2 2026, an estimated $673K.
  • Biohaven made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2189 holding.
  • Creative Planning first reported a position in Biohaven in Q4 2022 and has held it in 15 quarters since.
  • 296 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.