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Foundations Investment Advisors’s BioXcel Therapeutics BTAI Stock Holding History

Foundations Investment 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
2025
Q4 		– Sell
-29,549
Closed -$75.6K – 1121
2025
Q3 		$75.6K Buy
+29,549
New +$93.1K ﹤0.01% 1030

Other funds holding BTAI

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Foundations Investment Advisors's BTAI Position: Q4 2025 in Review

Foundations Investment Advisors sold out of BioXcel Therapeutics (BTAI) in Q4 2025, closing a stake of 29,549 shares — an estimated $75.6K sold.

Foundations Investment Advisors first reported a position in BTAI in Q3 2025 and held it in 1 quarter. The position peaked at $75.6K in Q3 2025. 41 funds tracked by Wall St. Rank hold BTAI as of Q4 2025.

  • Foundations Investment Advisors reported no remaining BioXcel Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Foundations Investment Advisors sold 29,549 BioXcel Therapeutics shares in Q4 2025, an estimated $75.6K.
  • Foundations Investment Advisors first reported a position in BioXcel Therapeutics in Q3 2025 and held it in 1 quarter.
  • Foundations Investment Advisors's BioXcel Therapeutics position peaked at $75.6K in Q3 2025.
  • 41 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q4 2025.

Based on Foundations Investment Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.