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Essential Partners’s Biohaven BHVN Stock Holding History

Essential Partners’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
Q3 		$44.1K Sell
3,300
-44
-1% -$636 0.02% 654
2026
Q2 		$49.8K Sell
3,344
-5,676
-63% -$61.1K 0.02% 622
2026
Q1 		$76.3K Buy
9,020
+2,169
+32% +$23.7K 0.03% 486
2025
Q4 		$77.3K Buy
6,851
+6,757
+7,188% +$83.7K 0.02% 509
2025
Q3 		$1.41K Buy
+94
New +$1.37K ﹤0.01% 1916

Other funds holding BHVN

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Essential Partners's BHVN Position: Q3 2026 in Review

Essential Partners reduced its Biohaven (BHVN) stake by 1.3% in Q3 2026, selling an estimated $636 and leaving 3,300 shares worth $44.1K. The position accounts for 0.02% of the portfolio, ranked #654.

Essential Partners first reported a position in BHVN in Q3 2025 and has held it in 5 quarters since. The position peaked at $77.3K in Q4 2025. 19 funds tracked by Wall St. Rank hold BHVN as of Q3 2026.

  • Essential Partners held 3,300 shares of Biohaven worth $44.1K as of Q3 2026.
  • Essential Partners sold 44 Biohaven shares in Q3 2026, an estimated $636.
  • Biohaven made up 0.02% of Essential Partners's portfolio in Q3 2026, its #654 holding.
  • Essential Partners first reported a position in Biohaven in Q3 2025 and has held it in 5 quarters since.
  • Essential Partners's Biohaven position peaked at $77.3K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held Biohaven as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.