LPL Financial
BHVN icon

LPL Financial’s Biohaven BHVN Stock Holding History

LPL Financial’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 		$660K Sell
44,339
-4,462
-9% -$48K ﹤0.01% 4781
2026
Q1 		$413K Buy
48,801
+6,626
+16% +$72.5K ﹤0.01% 4935
2025
Q4 		$476K Buy
42,175
+3,404
+9% +$42.2K ﹤0.01% 4758
2025
Q3 		$582K Buy
38,771
+9,661
+33% +$141K ﹤0.01% 4493
2025
Q2 		$411K Sell
29,110
-11,669
-29% -$208K ﹤0.01% 4539
2025
Q1 		$980K Sell
40,779
-1,411
-3% -$49.8K ﹤0.01% 3578
2024
Q4 		$1.58M Buy
42,190
+1,664
+4% +$77.6K ﹤0.01% 3092
2024
Q3 		$2.03M Buy
40,526
+1,482
+4% +$57.7K ﹤0.01% 2730
2024
Q2 		$1.36M Buy
39,044
+1,101
+3% +$43.5K ﹤0.01% 2962
2024
Q1 		$2.08M Buy
37,943
+15,425
+69% +$764K ﹤0.01% 2507
2023
Q4 		$964K Sell
22,518
-130
-0.6% -$4.04K ﹤0.01% 3084
2023
Q3 		$589K Sell
22,648
-2,027
-8% -$42.1K ﹤0.01% 3341
2023
Q2 		$590K Sell
24,675
-3,749
-13% -$64.5K ﹤0.01% 3299
2023
Q1 		$388K Buy
28,424
+2,583
+10% +$41.1K ﹤0.01% 3537
2022
Q4 		$359K Buy
+25,841
New +$365K ﹤0.01% 3528

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

LPL Financial's BHVN Position: Q2 2026 in Review

LPL Financial reduced its Biohaven (BHVN) stake by 9.1% in Q2 2026, selling an estimated $48K and leaving 44,339 shares worth $660K. The position accounts for ﹤0.01% of the portfolio, ranked #4781.

LPL Financial first reported a position in BHVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.08M in Q1 2024. 292 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • LPL Financial held 44,339 shares of Biohaven worth $660K as of Q2 2026.
  • LPL Financial sold 4,462 Biohaven shares in Q2 2026, an estimated $48K.
  • Biohaven made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4781 holding.
  • LPL Financial first reported a position in Biohaven in Q4 2022 and has held it in 15 quarters since.
  • LPL Financial's Biohaven position peaked at $2.08M in Q1 2024.
  • 292 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.