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Mount Yale Investment Advisors’s Biohaven BHVN Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-1,531
Closed -$21.6K – 772
2025
Q2 		$21.6K Buy
+1,531
New +$27.3K ﹤0.01% 1029

Other funds holding BHVN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Mount Yale Investment Advisors's BHVN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Biohaven (BHVN) in Q3 2025, closing a stake of 1,531 shares — an estimated $21.6K sold.

Mount Yale Investment Advisors first reported a position in BHVN in Q2 2025 and held it in 1 quarter. The position peaked at $21.6K in Q2 2025. 264 funds tracked by Wall St. Rank hold BHVN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Biohaven position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,531 Biohaven shares in Q3 2025, an estimated $21.6K.
  • Mount Yale Investment Advisors first reported a position in Biohaven in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Biohaven position peaked at $21.6K in Q2 2025.
  • 264 funds tracked by Wall St. Rank held Biohaven as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.