MFG
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Merit Financial Group’s Biohaven BHVN Stock Holding History

Merit Financial Group’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 		$477K Buy
32,068
+13,631
+74% +$147K ﹤0.01% 1525
2026
Q1 		$156K Buy
18,437
+3,743
+25% +$41K ﹤0.01% 1977
2025
Q4 		$166K Buy
+14,694
New +$182K ﹤0.01% 1848

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
CC
Constitution Capital Shelton, Connecticut $195M AUM 20.3% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 23.67% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

Merit Financial Group's BHVN Position: Q2 2026 in Review

Merit Financial Group increased its Biohaven (BHVN) stake by 74% in Q2 2026, buying an estimated $147K and bringing the position to 32,068 shares worth $477K. The position accounts for ﹤0.01% of the portfolio, ranked #1525.

Merit Financial Group first reported a position in BHVN in Q4 2025 and has held it in 3 quarters since. 27 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • Merit Financial Group held 32,068 shares of Biohaven worth $477K as of Q2 2026.
  • Merit Financial Group bought 13,631 Biohaven shares in Q2 2026, an estimated $147K.
  • Biohaven made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1525 holding.
  • Merit Financial Group first reported a position in Biohaven in Q4 2025 and has held it in 3 quarters since.
  • 27 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.