Flaharty Asset Management’s BioVie BIVI Stock Holding History

Flaharty Asset Management’s Portfolio BIVI Stock Details BIVI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-10	Closed	-$98	–	166
2025 Q1	$98	Buy	+10	New	+$160	﹤0.01%	501
2024 Q4	–	Sell	-10	Closed	-$120	–	164
2024 Q3	$120	Buy	+10	New	+$319	﹤0.01%	444
2023 Q4	–	Sell	-10	Closed	-$3.41K	–	153
2023 Q3	$3.41K	Buy	+10	New	+$3.91K	﹤0.01%	402

Other funds holding BIVI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

TSS

Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $1.7B AUM 39.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Flaharty Asset Management's BIVI Position: Q2 2025 in Review

Flaharty Asset Management sold out of BioVie (BIVI) in Q2 2025, closing a stake of 10 shares — an estimated $98 sold.

Flaharty Asset Management first reported a position in BIVI in Q3 2023 and held it in 3 quarters. The position peaked at $3.41K in Q3 2023. 37 funds tracked by Wall St. Rank hold BIVI as of Q2 2025.

Flaharty Asset Management reported no remaining BioVie position as of Q2 2025 after selling out during the quarter.
Flaharty Asset Management sold 10 BioVie shares in Q2 2025, an estimated $98.
Flaharty Asset Management first reported a position in BioVie in Q3 2023 and held it in 3 quarters.
Flaharty Asset Management's BioVie position peaked at $3.41K in Q3 2023.
37 funds tracked by Wall St. Rank held BioVie as of Q2 2025.

Based on Flaharty Asset Management's 13F filing for Q2 2025, filed 8 Aug 2025.