SGI
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Summit Global Investments’s Bioventus BVS Stock Holding History

Summit Global Investments’s Portfolio BVS Stock Details BVS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-33,286
Closed -$223K – 489
2025
Q3 		$223K Hold
33,286
– – 0.01% 443
2025
Q2 		$220K Sell
33,286
-21,466
-39% -$152K 0.01% 435
2025
Q1 		$501K Buy
54,752
+2,077
+4% +$20.7K 0.04% 287
2024
Q4 		$553K Buy
+52,675
New +$623K 0.03% 341

Other funds holding BVS

EWM
Essex Woodlands Management The Woodlands, Texas $254M AUM 4.59% 1-Year Est. Return
JIC
Juniper Investment Company New York $378M AUM 95.37% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Summit Global Investments's BVS Position: Q4 2025 in Review

Summit Global Investments sold out of Bioventus (BVS) in Q4 2025, closing a stake of 33,286 shares — an estimated $223K sold.

Summit Global Investments first reported a position in BVS in Q4 2024 and held it in 4 quarters. The position peaked at $553K in Q4 2024. 148 funds tracked by Wall St. Rank hold BVS as of Q4 2025.

  • Summit Global Investments reported no remaining Bioventus position as of Q4 2025 after selling out during the quarter.
  • Summit Global Investments sold 33,286 Bioventus shares in Q4 2025, an estimated $223K.
  • Summit Global Investments first reported a position in Bioventus in Q4 2024 and held it in 4 quarters.
  • Summit Global Investments's Bioventus position peaked at $553K in Q4 2024.
  • 148 funds tracked by Wall St. Rank held Bioventus as of Q4 2025.

Based on Summit Global Investments's 13F filing for Q4 2025, filed 18 Feb 2026.