Garde Capital’s BioVie BIVI Stock Holding History

Garde Capital’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 Q3	–	Sell	-5	Closed	-$49	–	315
2025 Q2	$49	Hold	5	–	–	﹤0.01%	829
2025 Q1	$51	Buy	+5	New	+$80	﹤0.01%	816
2023 Q3	–	Sell	-242	Closed	-$104K	–	257
2023 Q2	$104K	Buy	242 +70	+41%	+$47.2K	0.01%	275
2023 Q1	$139K	Hold	172	–	–	0.02%	215
2022 Q4	$133K	Buy	+172	New	+$93K	0.02%	210

Other funds holding BIVI

Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return

PCM

Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PTC

Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Squarepoint New York $85.1B AUM 20.93% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Garde Capital's BIVI Position: Q3 2025 in Review

Garde Capital sold out of BioVie (BIVI) in Q3 2025, closing a stake of 5 shares — an estimated $49 sold.

Garde Capital first reported a position in BIVI in Q4 2022 and held it in 5 quarters. The position peaked at $139K in Q1 2023. 32 funds tracked by Wall St. Rank hold BIVI as of Q3 2025.

Garde Capital reported no remaining BioVie position as of Q3 2025 after selling out during the quarter.
Garde Capital sold 5 BioVie shares in Q3 2025, an estimated $49.
Garde Capital first reported a position in BioVie in Q4 2022 and held it in 5 quarters.
Garde Capital's BioVie position peaked at $139K in Q1 2023.
32 funds tracked by Wall St. Rank held BioVie as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.