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Mount Yale Investment Advisors’s BioXcel Therapeutics BTAI Stock Holding History

Mount Yale Investment Advisors’s Portfolio BTAI Stock Details BTAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1
Closed -$2 – 794
2025
Q2 		$2 Buy
+1
New +$2 ﹤0.01% 1493

Other funds holding BTAI

Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OFA
Oaktree Fund Advisors Los Angles, California $56.9M AUM 80.32% 1-Year Est. Return

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

Mount Yale Investment Advisors sold out of BioXcel Therapeutics (BTAI) in Q3 2025, closing a stake of 1 share — an estimated $2 sold.

Mount Yale Investment Advisors first reported a position in BTAI in Q2 2025 and held it in 1 quarter. The position peaked at $2 in Q2 2025. 35 funds tracked by Wall St. Rank hold BTAI as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining BioXcel Therapeutics position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1 BioXcel Therapeutics share in Q3 2025, an estimated $2.
  • Mount Yale Investment Advisors first reported a position in BioXcel Therapeutics in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's BioXcel Therapeutics position peaked at $2 in Q2 2025.
  • 35 funds tracked by Wall St. Rank held BioXcel Therapeutics as of Q3 2025.

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