NewEdge Wealth’s Biohaven BHVN Stock Holding History

NewEdge Wealth’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	$3.66M	Sell	245,670 -833	-0.3%	-$8.97K	0.04%	311
2026 Q1	$2.09M	Hold	246,503	–	–	0.02%	412
2025 Q4	$2.78M	Sell	246,503 -50	-0%	-$619	0.03%	366
2025 Q3	$2.06M	Buy	246,553 +3,050	+1%	+$44.4K	0.03%	391
2025 Q2	$3.71M	Sell	243,503 -29	-0%	-$517	0.06%	255
2025 Q1	$5.85M	Sell	243,532 -14	-0%	-$494	0.11%	159
2024 Q4	$9.1M	Sell	243,546 -59	-0%	-$2.75K	0.16%	118
2024 Q3	$12.2M	Buy	243,605 +102	+0%	+$3.97K	0.22%	98
2024 Q2	$8.45M	Hold	243,503	–	–	0.18%	115
2024 Q1	$9.72M	Hold	243,503	–	–	0.22%	111
2023 Q4	$10.4M	Hold	243,503	–	–	0.27%	95
2023 Q3	$6.33M	Hold	243,503	–	–	0.2%	118
2023 Q2	$5.82M	Hold	243,503	–	–	0.19%	120
2023 Q1	$3.33M	Buy	+243,503	New	+$3.88M	0.13%	150

Other funds holding BHVN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

IAM

Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

NewEdge Wealth's BHVN Position: Q2 2026 in Review

NewEdge Wealth reduced its Biohaven (BHVN) stake by 0.34% in Q2 2026, selling an estimated $8.97K and leaving 245,670 shares worth $3.66M. The position accounts for 0.04% of the portfolio, ranked #311.

NewEdge Wealth first reported a position in BHVN in Q1 2023 and has held it in 14 quarters since. The position peaked at $12.2M in Q3 2024. 293 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

NewEdge Wealth held 245,670 shares of Biohaven worth $3.66M as of Q2 2026.
NewEdge Wealth sold 833 Biohaven shares in Q2 2026, an estimated $8.97K.
Biohaven made up 0.04% of NewEdge Wealth's portfolio in Q2 2026, its #311 holding.
NewEdge Wealth first reported a position in Biohaven in Q1 2023 and has held it in 14 quarters since.
NewEdge Wealth's Biohaven position peaked at $12.2M in Q3 2024.
293 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.