UBS Group
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UBS Group’s BioVie BIVI Stock Holding History

UBS Group’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 		$4.22K Buy
2,175
+2,169
+36,150% +$3.41K ﹤0.01% 9078
2026
Q1 		$8 Sell
6
-765
-99% -$983 ﹤0.01% 10346
2025
Q4 		$895 Sell
771
-2,149
-74% -$3.46K ﹤0.01% 9770
2025
Q3 		$5.55K Sell
2,920
-9,299
-76% -$37.7K ﹤0.01% 8858
2025
Q2 		$113K Buy
12,219
+7,238
+145% +$71.5K ﹤0.01% 7132
2025
Q1 		$48.8K Buy
4,981
+148
+3% +$2.37K ﹤0.01% 7614
2024
Q4 		$96.7K Buy
4,833
+4,828
+96,560% +$116K ﹤0.01% 6895
2024
Q3 		$54 Hold
5
– – ﹤0.01% 9227
2024
Q2 		$184 Sell
5
-219
-98% -$10.5K ﹤0.01% 9088
2024
Q1 		$11.8K Buy
224
+89
+66% +$9.12K ﹤0.01% 7164
2023
Q4 		$17K Buy
135
+101
+297% +$30.3K ﹤0.01% 7204
2023
Q3 		$11.6K Sell
34
-15
-31% -$5.86K ﹤0.01% 7050
2023
Q2 		$21K Buy
49
+15
+44% +$10.1K ﹤0.01% 6846
2023
Q1 		$27.5K Sell
34
-2
-6% -$1.33K ﹤0.01% 6851
2022
Q4 		$27.7K Buy
36
+27
+300% +$14.6K ﹤0.01% 7322
2022
Q3 		$2K Buy
9
+6
+200% +$1.43K ﹤0.01% 9695
2022
Q2 		$0 Sell
3
-18
-86% -$5.4K ﹤0.01% 10320
2022
Q1 		$10K Hold
21
– – ﹤0.01% 8394
2021
Q4 		$10K Buy
21
+20
+2,000% +$11.6K ﹤0.01% 8759
2021
Q3 		$1K Sell
1
-18
-95% -$19.3K ﹤0.01% 9141
2021
Q2 		$32K Buy
+19
New +$29.6K ﹤0.01% 6846

Other funds holding BIVI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $948M AUM 47.49% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PTC
Philadelphia Trust Company Philadelphia, Pennsylvania $1.56B AUM 44.46% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.37B AUM 71.68% 1-Year Est. Return

UBS Group's BIVI Position: Q2 2026 in Review

UBS Group increased its BioVie (BIVI) stake by 36,150% in Q2 2026, buying an estimated $3.41K and bringing the position to 2,175 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #9078.

UBS Group first reported a position in BIVI in Q2 2021 and has held it in 21 quarters since. The position peaked at $113K in Q2 2025. 36 funds tracked by Wall St. Rank hold BIVI as of Q2 2026.

  • UBS Group held 2,175 shares of BioVie worth $4.22K as of Q2 2026.
  • UBS Group bought 2,169 BioVie shares in Q2 2026, an estimated $3.41K.
  • BioVie made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9078 holding.
  • UBS Group first reported a position in BioVie in Q2 2021 and has held it in 21 quarters since.
  • UBS Group's BioVie position peaked at $113K in Q2 2025.
  • 36 funds tracked by Wall St. Rank held BioVie as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.