Pinnacle Wealth Planning Services
BHVN icon

Pinnacle Wealth Planning Services’s Biohaven BHVN Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$12.4K Hold
930
– – ﹤0.01% 1993
2026
Q2 		$13.8K Buy
930
+43
+5% +$463 ﹤0.01% 1942
2026
Q1 		$7.5K Buy
887
+498
+128% +$5.45K ﹤0.01% 2123
2025
Q4 		$4.39K Buy
+389
New +$4.82K ﹤0.01% 2315

Other funds holding BHVN

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
ARS Investment Partners
ARS Investment Partners New York $2.23B AUM 74.02% 1-Year Est. Return
Capricorn Fund Managers
Capricorn Fund Managers London, United Kingdom $1.06B AUM 45.98% 1-Year Est. Return
Simplify Asset Management
Simplify Asset Management Las Vegas, Nevada $6.11B AUM 3.71% 1-Year Est. Return
IEQ Capital
IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $25.3B AUM 15.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's BHVN Position: Q3 2026 in Review

Pinnacle Wealth Planning Services held its Biohaven (BHVN) position steady in Q3 2026 at 930 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Pinnacle Wealth Planning Services first reported a position in BHVN in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.8K in Q2 2026. 140 funds tracked by Wall St. Rank hold BHVN as of Q3 2026.

  • Pinnacle Wealth Planning Services held 930 shares of Biohaven worth $12.4K as of Q3 2026.
  • Pinnacle Wealth Planning Services left its Biohaven share count unchanged in Q3 2026.
  • Biohaven made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #1993 holding.
  • Pinnacle Wealth Planning Services first reported a position in Biohaven in Q4 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Biohaven position peaked at $13.8K in Q2 2026.
  • 140 funds tracked by Wall St. Rank held Biohaven as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.