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Steward Partners Investment Advisory’s BioVie BIVI Stock Holding History

Steward Partners Investment Advisory’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
-10
Closed -$19 – 4329
2025
Q3 		$19 Hold
10
– – ﹤0.01% 4232
2025
Q2 		$93 Hold
10
– – ﹤0.01% 4043
2025
Q1 		$98 Hold
10
– – ﹤0.01% 3944
2024
Q4 		$200 Hold
10
– – ﹤0.01% 3903
2024
Q3 		$120 Hold
10
– – ﹤0.01% 3670
2024
Q2 		$401 Hold
10
– – ﹤0.01% 3490
2024
Q1 		$529 Hold
10
– – ﹤0.01% 3421
2023
Q4 		$1.26K Hold
10
– – ﹤0.01% 3280
2023
Q3 		$3.41K Hold
10
– – ﹤0.01% 2942
2023
Q2 		$4.31K Hold
10
– – ﹤0.01% 2833
2023
Q1 		$8.08K Hold
10
– – ﹤0.01% 2618
2022
Q4 		$7.77K Buy
+10
New +$5.41K ﹤0.01% 2615

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

Steward Partners Investment Advisory's BIVI Position: Q4 2025 in Review

Steward Partners Investment Advisory sold out of BioVie (BIVI) in Q4 2025, closing a stake of 10 shares — an estimated $19 sold.

Steward Partners Investment Advisory first reported a position in BIVI in Q4 2022 and held it in 12 quarters. The position peaked at $8.08K in Q1 2023. 35 funds tracked by Wall St. Rank hold BIVI as of Q4 2025.

  • Steward Partners Investment Advisory reported no remaining BioVie position as of Q4 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 10 BioVie shares in Q4 2025, an estimated $19.
  • Steward Partners Investment Advisory first reported a position in BioVie in Q4 2022 and held it in 12 quarters.
  • Steward Partners Investment Advisory's BioVie position peaked at $8.08K in Q1 2023.
  • 35 funds tracked by Wall St. Rank held BioVie as of Q4 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2025, filed 12 Feb 2026.