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Strategic Wealth Partners’s Biohaven BHVN Stock Holding History

Strategic Wealth Partners’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
-810
Closed -$12.2K – 1467
2025
Q3 		$12.2K Buy
810
+735
+980% +$10.7K ﹤0.01% 847
2025
Q2 		$1.06K Buy
+75
New +$1.34K ﹤0.01% 1045

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 $3.38T AUM 44.17% 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

Strategic Wealth Partners's BHVN Position: Q4 2025 in Review

Strategic Wealth Partners sold out of Biohaven (BHVN) in Q4 2025, closing a stake of 810 shares — an estimated $12.2K sold.

Strategic Wealth Partners first reported a position in BHVN in Q2 2025 and held it in 2 quarters. The position peaked at $12.2K in Q3 2025. 273 funds tracked by Wall St. Rank hold BHVN as of Q4 2025.

  • Strategic Wealth Partners reported no remaining Biohaven position as of Q4 2025 after selling out during the quarter.
  • Strategic Wealth Partners sold 810 Biohaven shares in Q4 2025, an estimated $12.2K.
  • Strategic Wealth Partners first reported a position in Biohaven in Q2 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's Biohaven position peaked at $12.2K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held Biohaven as of Q4 2025.

Based on Strategic Wealth Partners's 13F filing for Q4 2025, filed 12 May 2026.