Evelyn Partners Asset Management’s VanEck Biotech ETF BBH Stock Holding History

Evelyn Partners Asset Management’s Portfolio BBH Stock Details BBH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$177K	Hold	941	–	–	0.04%	112
2025 Q4	$178K	Buy	941 +136	+17%	+$25.2K	0.04%	111
2025 Q3	$133K	Hold	805	–	–	0.03%	112
2025 Q2	$123K	Hold	805	–	–	0.03%	109
2025 Q1	$127K	Sell	805 -695	-46%	-$113K	0.04%	110
2024 Q4	$235K	Buy	+1,500	New	+$252K	0.06%	92

Other funds holding BBH

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIM

Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.1B AUM 16.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $6.39B AUM 26.33% 1-Year Est. Return

Evelyn Partners Asset Management's BBH Position: Q1 2026 in Review

Evelyn Partners Asset Management held its VanEck Biotech ETF (BBH) position steady in Q1 2026 at 941 shares worth $177K. The position accounts for 0.04% of the portfolio, ranked #112.

Evelyn Partners Asset Management first reported a position in BBH in Q4 2024 and has held it in 6 quarters since. The position peaked at $235K in Q4 2024. 112 funds tracked by Wall St. Rank hold BBH as of Q1 2026.

Evelyn Partners Asset Management held 941 shares of VanEck Biotech ETF worth $177K as of Q1 2026.
Evelyn Partners Asset Management left its VanEck Biotech ETF share count unchanged in Q1 2026.
VanEck Biotech ETF made up 0.04% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #112 holding.
Evelyn Partners Asset Management first reported a position in VanEck Biotech ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's VanEck Biotech ETF position peaked at $235K in Q4 2024.
112 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q1 2026.

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