Tradewinds Capital Management’s BioVie BIVI Stock Holding History

Tradewinds Capital 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
2026 Q2	$20	Hold	10	–	–	﹤0.01%	700
2026 Q1	$14	Hold	10	–	–	﹤0.01%	708
2025 Q4	$12	Hold	10	–	–	﹤0.01%	680
2025 Q3	$19	Hold	10	–	–	﹤0.01%	673
2025 Q2	$93	Hold	10	–	–	﹤0.01%	613
2025 Q1	$98	Hold	10	–	–	﹤0.01%	634
2024 Q4	$200	Buy	+10	New	+$241	﹤0.01%	633

Other funds holding BIVI

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Tradewinds Capital Management's BIVI Position: Q2 2026 in Review

Tradewinds Capital Management held its BioVie (BIVI) position steady in Q2 2026 at 10 shares worth $20. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Tradewinds Capital Management first reported a position in BIVI in Q4 2024 and has held it in 7 quarters since. The position peaked at $200 in Q4 2024. 6 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

Tradewinds Capital Management held 10 shares of BioVie worth $20 as of Q2 2026.
Tradewinds Capital Management left its BioVie share count unchanged in Q2 2026.
BioVie made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q2 2026, its #700 holding.
Tradewinds Capital Management first reported a position in BioVie in Q4 2024 and has held it in 7 quarters since.
Tradewinds Capital Management's BioVie position peaked at $200 in Q4 2024.
6 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

Based on Tradewinds Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.