LRI Investments’s Biohaven BHVN Stock Holding History

LRI Investments’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	$38.3K	Buy	2,572 +2,500	+3,472%	+$26.9K	﹤0.01%	602
2026 Q1	$609	Hold	72	–	–	﹤0.01%	1351
2025 Q4	$813	Sell	72 -188	-72%	-$2.33K	﹤0.01%	1278
2025 Q3	$3.9K	Hold	260	–	–	﹤0.01%	1092
2025 Q2	$3.67K	Hold	260	–	–	﹤0.01%	1083
2025 Q1	$6.25K	Hold	260	–	–	﹤0.01%	887
2024 Q4	$9.71K	Hold	260	–	–	﹤0.01%	798
2024 Q3	$12.7K	Buy	+260	New	+$10.1K	﹤0.01%	735

Other funds holding BHVN

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

EAM

Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

QFW

QTR Family Wealth Lake Mary, Florida $287M AUM 40.55% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

ORI

Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

LRI Investments's BHVN Position: Q2 2026 in Review

LRI Investments increased its Biohaven (BHVN) stake by 3,472% in Q2 2026, buying an estimated $26.9K and bringing the position to 2,572 shares worth $38.3K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

LRI Investments first reported a position in BHVN in Q3 2024 and has held it in 8 quarters since. 63 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

LRI Investments held 2,572 shares of Biohaven worth $38.3K as of Q2 2026.
LRI Investments bought 2,500 Biohaven shares in Q2 2026, an estimated $26.9K.
Biohaven made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #602 holding.
LRI Investments first reported a position in Biohaven in Q3 2024 and has held it in 8 quarters since.
63 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.