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 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

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Constitution Capital Shelton, Connecticut $195M AUM 20.3% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Fortitude Family Office's BHVN Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Biohaven (BHVN) in Q2 2026: 124 shares worth $1.84K. The stake represents ﹤0.01% of the portfolio and ranks #1508 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in BHVN as recently as Q1 2025.

Fortitude Family Office first reported a position in BHVN in Q4 2023 and has held it in 7 quarters since. 25 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

Fortitude Family Office held 124 shares of Biohaven worth $1.84K as of Q2 2026.
Biohaven was a new Fortitude Family Office position in Q2 2026.
Biohaven made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1508 holding.
Fortitude Family Office first reported a position in Biohaven in Q4 2023 and has held it in 7 quarters since.
25 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.