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EverSource Wealth Advisors’s BioXcel Therapeutics BTAI Stock Holding History

EverSource Wealth Advisors’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$80 Hold
60
– – ﹤0.01% 4288
2025
Q4 		$96 Hold
60
– – ﹤0.01% 4109
2025
Q3 		$154 Buy
+60
New +$189 ﹤0.01% 4142

Other funds holding BTAI

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

EverSource Wealth Advisors's BTAI Position: Q1 2026 in Review

EverSource Wealth Advisors held its BioXcel Therapeutics (BTAI) position steady in Q1 2026 at 60 shares worth $80. The position accounts for ﹤0.01% of the portfolio, ranked #4288.

EverSource Wealth Advisors first reported a position in BTAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $154 in Q3 2025. 40 funds tracked by Wall St. Rank hold BTAI as of Q1 2026.

  • EverSource Wealth Advisors held 60 shares of BioXcel Therapeutics worth $80 as of Q1 2026.
  • EverSource Wealth Advisors left its BioXcel Therapeutics share count unchanged in Q1 2026.
  • BioXcel Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #4288 holding.
  • EverSource Wealth Advisors first reported a position in BioXcel Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • EverSource Wealth Advisors's BioXcel Therapeutics position peaked at $154 in Q3 2025.
  • 40 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.