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Wealthspire Advisors (New York)’s VanEck Biotech ETF BBH Stock Holding History

Wealthspire Advisors (New York)’s Portfolio BBH Stock Details BBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-68
Closed -$11.3K – 1213
2025
Q3 		$11.3K Buy
+68
New +$11.1K ﹤0.01% 1960
2023
Q3 		– Sell
-1,349
Closed -$211K – 595
2023
Q2 		$211K Sell
1,349
-193
-13% -$30.8K ﹤0.01% 521
2023
Q1 		$250K Hold
1,542
– – ﹤0.01% 467
2022
Q4 		$246K Hold
1,542
– – ﹤0.01% 495
2022
Q3 		$217K Sell
1,542
-3,365
-69% -$509K ﹤0.01% 464
2022
Q2 		$715K Sell
4,907
-7,942
-62% -$1.18M 0.01% 262
2022
Q1 		$2.08M Sell
12,849
-1,735
-12% -$281K 0.05% 122
2021
Q4 		$2.76M Sell
14,584
-874
-6% -$169K 0.06% 115
2021
Q3 		$3.13M Sell
15,458
-497
-3% -$104K 0.06% 120
2021
Q2 		$3.22M Buy
15,955
+7,367
+86% +$1.37M 0.08% 83
2021
Q1 		$1.51M Buy
8,588
+1,293
+18% +$234K 0.04% 208
2020
Q4 		$1.24M Buy
7,295
+68
+0.9% +$11.2K 0.04% 181
2020
Q3 		$1.17M Buy
7,227
+4,475
+163% +$728K 0.07% 116
2020
Q2 		$448K Buy
+2,752
New +$418K 0.03% 163

Other funds holding BBH

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIM
Miller Investment Management West Conshohocken, Pennsylvania $1.01B AUM 13.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Wealthspire Advisors (New York)'s BBH Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of VanEck Biotech ETF (BBH) in Q4 2025, closing a stake of 68 shares — an estimated $11.3K sold.

Wealthspire Advisors (New York) first reported a position in BBH in Q2 2020 and held it in 14 quarters. The position peaked at $3.22M in Q2 2021. 111 funds tracked by Wall St. Rank hold BBH as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining VanEck Biotech ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 68 VanEck Biotech ETF shares in Q4 2025, an estimated $11.3K.
  • Wealthspire Advisors (New York) first reported a position in VanEck Biotech ETF in Q2 2020 and held it in 14 quarters.
  • Wealthspire Advisors (New York)'s VanEck Biotech ETF position peaked at $3.22M in Q2 2021.
  • 111 funds tracked by Wall St. Rank held VanEck Biotech ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.