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Newbridge Financial Services Group’s BioVie BIVI Stock Holding History

Newbridge Financial Services Group’s Portfolio BIVI Stock Details BIVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-140
Closed -$266 – 1217
2025
Q3 		$266 Hold
140
– – ﹤0.01% 1241
2025
Q2 		$1.29K Hold
140
– – ﹤0.01% 1176
2025
Q1 		$1.37K Hold
140
– – ﹤0.01% 922
2024
Q4 		$2.8K Hold
140
– – ﹤0.01% 934
2024
Q3 		$1.68K Hold
140
– – ﹤0.01% 575
2024
Q2 		$5.61K Sell
140
-30
-18% -$1.44K ﹤0.01% 825
2024
Q1 		$8.99K Buy
170
+110
+183% +$11.3K ﹤0.01% 795
2023
Q4 		$7.56K Buy
60
+50
+500% +$15K ﹤0.01% 796
2023
Q3 		$3.41K Hold
10
– – ﹤0.01% 1010
2023
Q2 		$4.31K Hold
10
– – ﹤0.01% 1033
2023
Q1 		$8.08K Hold
10
– – ﹤0.01% 960
2022
Q4 		$7.77K Buy
+10
New +$5.41K ﹤0.01% 968

Other funds holding BIVI

DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.42B AUM 43.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Newbridge Financial Services Group's BIVI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of BioVie (BIVI) in Q4 2025, closing a stake of 140 shares — an estimated $266 sold.

Newbridge Financial Services Group first reported a position in BIVI in Q4 2022 and held it in 12 quarters. The position peaked at $8.99K in Q1 2024. 35 funds tracked by Wall St. Rank hold BIVI as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining BioVie position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 140 BioVie shares in Q4 2025, an estimated $266.
  • Newbridge Financial Services Group first reported a position in BioVie in Q4 2022 and held it in 12 quarters.
  • Newbridge Financial Services Group's BioVie position peaked at $8.99K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held BioVie as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.