PWM
BIVI icon

Prosperity Wealth Management’s BioVie BIVI Stock Holding History

Prosperity Wealth Management’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
-143,500
Closed -$273K – 258
2025
Q3 		$273K Buy
+143,500
New +$581K 0.09% 197
2025
Q1 		– Sell
-3,165
Closed -$63.3K – 219
2024
Q4 		$63.3K Buy
+3,165
New +$76.3K 0.03% 204

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

Prosperity Wealth Management's BIVI Position: Q4 2025 in Review

Prosperity Wealth Management sold out of BioVie (BIVI) in Q4 2025, closing a stake of 143,500 shares — an estimated $273K sold.

Prosperity Wealth Management first reported a position in BIVI in Q4 2024 and held it in 2 quarters. The position peaked at $273K in Q3 2025. 35 funds tracked by Wall St. Rank hold BIVI as of Q4 2025.

  • Prosperity Wealth Management reported no remaining BioVie position as of Q4 2025 after selling out during the quarter.
  • Prosperity Wealth Management sold 143,500 BioVie shares in Q4 2025, an estimated $273K.
  • Prosperity Wealth Management first reported a position in BioVie in Q4 2024 and held it in 2 quarters.
  • Prosperity Wealth Management's BioVie position peaked at $273K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held BioVie as of Q4 2025.

Based on Prosperity Wealth Management's 13F filing for Q4 2025, filed 27 Mar 2026.