WANY
BHVN icon

Wealthspire Advisors (New York)’s Biohaven BHVN Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-1,064
Closed -$16K – 1244
2025
Q3 		$16K Buy
+1,064
New +$15.5K ﹤0.01% 1799

Other funds holding BHVN

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RPSM
Royalty Pharma Sub-Manager New York $173M AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Biohaven (BHVN) in Q4 2025, closing a stake of 1,064 shares — an estimated $16K sold.

Wealthspire Advisors (New York) first reported a position in BHVN in Q3 2025 and held it in 1 quarter. The position peaked at $16K in Q3 2025. 272 funds tracked by Wall St. Rank hold BHVN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Biohaven position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,064 Biohaven shares in Q4 2025, an estimated $16K.
  • Wealthspire Advisors (New York) first reported a position in Biohaven in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Biohaven position peaked at $16K in Q3 2025.
  • 272 funds tracked by Wall St. Rank held Biohaven as of Q4 2025.

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