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Oak Ridge Investments’s Biohaven BHVN Stock Holding History

Oak Ridge Investments’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 		$835K Buy
56,112
+37,302
+198% +$402K 0.05% 131
2026
Q1 		$159K Buy
18,810
+3,164
+20% +$34.6K 0.01% 181
2025
Q4 		$177K Sell
15,646
-3,413
-18% -$42.3K 0.01% 178
2025
Q3 		$286K Sell
19,059
-187
-1% -$2.72K 0.02% 166
2025
Q2 		$272K Sell
19,246
-1,118
-5% -$19.9K 0.02% 162
2025
Q1 		$490K Sell
20,364
-107
-0.5% -$3.77K 0.04% 140
2024
Q4 		$765K Sell
20,471
-675
-3% -$31.5K 0.06% 126
2024
Q3 		$1.06M Sell
21,146
-854
-4% -$33.2K 0.09% 108
2024
Q2 		$764K Buy
22,000
+14,607
+198% +$578K 0.07% 124
2024
Q1 		$404K Sell
7,393
-409
-5% -$20.3K 0.04% 138
2023
Q4 		$334K Sell
7,802
-635
-8% -$19.7K 0.04% 142
2023
Q3 		$219K Sell
8,437
-302
-3% -$6.28K 0.03% 140
2023
Q2 		$209K Buy
+8,739
New +$150K 0.03% 146

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
NG
Novem Group Rochester, New York $988M AUM 20.85% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
CC
Constitution Capital Shelton, Connecticut $195M AUM 20.3% 1-Year Est. Return

Oak Ridge Investments's BHVN Position: Q2 2026 in Review

Oak Ridge Investments increased its Biohaven (BHVN) stake by 198% in Q2 2026, buying an estimated $402K and bringing the position to 56,112 shares worth $835K. The position accounts for 0.05% of the portfolio, ranked #131.

Oak Ridge Investments first reported a position in BHVN in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.06M in Q3 2024. 41 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • Oak Ridge Investments held 56,112 shares of Biohaven worth $835K as of Q2 2026.
  • Oak Ridge Investments bought 37,302 Biohaven shares in Q2 2026, an estimated $402K.
  • Biohaven made up 0.05% of Oak Ridge Investments's portfolio in Q2 2026, its #131 holding.
  • Oak Ridge Investments first reported a position in Biohaven in Q2 2023 and has held it in 13 quarters since.
  • Oak Ridge Investments's Biohaven position peaked at $1.06M in Q3 2024.
  • 41 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.