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True Wealth Design’s Biohaven BHVN Stock Holding History

True Wealth Design’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
2026
Q2 		$24.6K Buy
1,650
+1,026
+164% +$11K 0.01% 743
2026
Q1 		$5.28K Buy
624
+73
+13% +$799 ﹤0.01% 1192
2025
Q4 		$6.22K Buy
+551
New +$6.83K ﹤0.01% 1005
2025
Q2 		– Sell
-250
Closed -$6.01K – 2597
2025
Q1 		$6.01K Buy
250
+241
+2,678% +$8.5K ﹤0.01% 623
2024
Q4 		$337 Buy
+9
New +$420 ﹤0.01% 1153

Other funds holding BHVN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JT
Jupiter Topco New York $245B AUM
WP
Woodline Partners San Francisco, California $32.4B AUM 58.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $983M AUM 26.53% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

True Wealth Design's BHVN Position: Q2 2026 in Review

True Wealth Design increased its Biohaven (BHVN) stake by 164% in Q2 2026, buying an estimated $11K and bringing the position to 1,650 shares worth $24.6K. The position accounts for 0.01% of the portfolio, ranked #743.

True Wealth Design first reported a position in BHVN in Q4 2024 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold BHVN as of Q2 2026.

  • True Wealth Design held 1,650 shares of Biohaven worth $24.6K as of Q2 2026.
  • True Wealth Design bought 1,026 Biohaven shares in Q2 2026, an estimated $11K.
  • Biohaven made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #743 holding.
  • True Wealth Design first reported a position in Biohaven in Q4 2024 and has held it in 5 quarters since.
  • 292 funds tracked by Wall St. Rank held Biohaven as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.