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Integrated Wealth Concepts’s Biohaven BHVN Stock Holding History

Integrated Wealth Concepts’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 		$188K Buy
12,653
+1,189
+10% +$12.8K ﹤0.01% 2369
2026
Q1 		$97K Buy
+11,464
New +$125K ﹤0.01% 2179

Other funds holding BHVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
JT
Jupiter Topco New York $245B AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's BHVN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Biohaven (BHVN) stake by 10% in Q2 2026, buying an estimated $12.8K and bringing the position to 12,653 shares worth $188K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Integrated Wealth Concepts first reported a position in BHVN in Q1 2026 and has held it in 2 quarters since. 292 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • Integrated Wealth Concepts held 12,653 shares of Biohaven worth $188K as of Q2 2026.
  • Integrated Wealth Concepts bought 1,189 Biohaven shares in Q2 2026, an estimated $12.8K.
  • Biohaven made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2369 holding.
  • Integrated Wealth Concepts first reported a position in Biohaven in Q1 2026 and has held it in 2 quarters since.
  • 292 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.