JWA
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JFS Wealth Advisors’s Biohaven BHVN Stock Holding History

JFS Wealth Advisors’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
2025
Q2 		– Sell
-6
Closed -$145 – 1881
2025
Q1 		$145 Hold
6
– – ﹤0.01% 1856
2024
Q4 		$225 Hold
6
– – ﹤0.01% 1841
2024
Q3 		$300 Hold
6
– – ﹤0.01% 1844
2024
Q2 		$209 Hold
6
– – ﹤0.01% 1892
2024
Q1 		$329 Hold
6
– – ﹤0.01% 1848
2023
Q4 		$257 Hold
6
– – ﹤0.01% 1879
2023
Q3 		$157 Hold
6
– – ﹤0.01% 1885
2023
Q2 		$144 Hold
6
– – ﹤0.01% 1905
2023
Q1 		$82 Hold
6
– – ﹤0.01% 1903
2022
Q4 		$83 Buy
+6
New +$85 ﹤0.01% 1893

Other funds holding BHVN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

JFS Wealth Advisors's BHVN Position: Q2 2025 in Review

JFS Wealth Advisors sold out of Biohaven (BHVN) in Q2 2025, closing a stake of 6 shares — an estimated $145 sold.

JFS Wealth Advisors first reported a position in BHVN in Q4 2022 and held it in 10 quarters. The position peaked at $329 in Q1 2024. 249 funds tracked by Wall St. Rank hold BHVN as of Q2 2025.

  • JFS Wealth Advisors reported no remaining Biohaven position as of Q2 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 6 Biohaven shares in Q2 2025, an estimated $145.
  • JFS Wealth Advisors first reported a position in Biohaven in Q4 2022 and held it in 10 quarters.
  • JFS Wealth Advisors's Biohaven position peaked at $329 in Q1 2024.
  • 249 funds tracked by Wall St. Rank held Biohaven as of Q2 2025.

Based on JFS Wealth Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.