Fortitude Family Office’s Biohaven BHVN Stock Holding History

Fortitude Family Office’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	$1.66K	Hold	124	–	–	﹤0.01%	2081
2026 Q2	$1.84K	Buy	+124	New	+$1.33K	﹤0.01%	1508
2025 Q2	–	Sell	-5	Closed	-$120	–	2034
2025 Q1	$120	Hold	5	–	–	﹤0.01%	1125
2024 Q4	$187	Hold	5	–	–	﹤0.01%	1258
2024 Q3	$250	Hold	5	–	–	﹤0.01%	1186
2024 Q2	$174	Hold	5	–	–	﹤0.01%	944
2024 Q1	$273	Hold	5	–	–	﹤0.01%	945
2023 Q4	$214	Buy	+5	New	+$155	﹤0.01%	991

Other funds holding BHVN

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 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

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

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

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Fortitude Family Office's BHVN Position: Q3 2026 in Review

Fortitude Family Office held its Biohaven (BHVN) position steady in Q3 2026 at 124 shares worth $1.66K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Fortitude Family Office first reported a position in BHVN in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.84K in Q2 2026. 20 funds tracked by Wall St. Rank hold BHVN as of Q3 2026.

Fortitude Family Office held 124 shares of Biohaven worth $1.66K as of Q3 2026.
Fortitude Family Office left its Biohaven share count unchanged in Q3 2026.
Biohaven made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2081 holding.
Fortitude Family Office first reported a position in Biohaven in Q4 2023 and has held it in 8 quarters since.
Fortitude Family Office's Biohaven position peaked at $1.84K in Q2 2026.
20 funds tracked by Wall St. Rank held Biohaven as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.