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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
Q2 		$85 Hold
60
– – ﹤0.01% 4324
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 $276B AUM 44.8% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
OFA
Oaktree Fund Advisors Los Angles, California $57.8M AUM 67.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EverSource Wealth Advisors's BTAI Position: Q2 2026 in Review

EverSource Wealth Advisors held its BioXcel Therapeutics (BTAI) position steady in Q2 2026 at 60 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #4324.

EverSource Wealth Advisors first reported a position in BTAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $154 in Q3 2025. 47 funds tracked by Wall St. Rank hold BTAI as of Q2 2026.

  • EverSource Wealth Advisors held 60 shares of BioXcel Therapeutics worth $85 as of Q2 2026.
  • EverSource Wealth Advisors left its BioXcel Therapeutics share count unchanged in Q2 2026.
  • BioXcel Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #4324 holding.
  • EverSource Wealth Advisors first reported a position in BioXcel Therapeutics in Q3 2025 and has held it in 4 quarters since.
  • EverSource Wealth Advisors's BioXcel Therapeutics position peaked at $154 in Q3 2025.
  • 47 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.