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Provenance Wealth Advisors’s Biohaven BHVN Stock Holding History

Provenance Wealth Advisors’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
2025
Q4 		– Sell
-100
Closed -$1.5K – 420
2025
Q3 		$1.5K Hold
100
– – ﹤0.01% 412
2025
Q2 		$1.41K Hold
100
– – ﹤0.01% 400
2025
Q1 		$2.4K Hold
100
– – ﹤0.01% 393
2024
Q4 		$3.73K Hold
100
– – ﹤0.01% 387
2024
Q3 		$5K Hold
100
– – ﹤0.01% 401
2024
Q2 		$3.47K Hold
100
– – ﹤0.01% 344
2024
Q1 		$5.47K Buy
+100
New +$4.95K ﹤0.01% 350

Other funds holding BHVN

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $242M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Provenance Wealth Advisors's BHVN Position: Q4 2025 in Review

Provenance Wealth Advisors sold out of Biohaven (BHVN) in Q4 2025, closing a stake of 100 shares — an estimated $1.5K sold.

Provenance Wealth Advisors first reported a position in BHVN in Q1 2024 and held it in 7 quarters. The position peaked at $5.47K in Q1 2024. 273 funds tracked by Wall St. Rank hold BHVN as of Q4 2025.

  • Provenance Wealth Advisors reported no remaining Biohaven position as of Q4 2025 after selling out during the quarter.
  • Provenance Wealth Advisors sold 100 Biohaven shares in Q4 2025, an estimated $1.5K.
  • Provenance Wealth Advisors first reported a position in Biohaven in Q1 2024 and held it in 7 quarters.
  • Provenance Wealth Advisors's Biohaven position peaked at $5.47K in Q1 2024.
  • 273 funds tracked by Wall St. Rank held Biohaven as of Q4 2025.

Based on Provenance Wealth Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.