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Asset Planning Inc’s Biogen BIIB Stock Holding History

Asset Planning Inc’s Portfolio BIIB Stock Details BIIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.1K Hold
84
– – 0.01% 217
2026
Q1 		$15.4K Hold
84
– – 0.01% 218
2025
Q4 		$14.8K Hold
84
– – 0.01% 217
2025
Q3 		$11.8K Sell
84
-42
-33% -$5.68K 0.01% 231
2025
Q2 		$15.8K Hold
126
– – 0.01% 213
2025
Q1 		$17.2K Hold
126
– – 0.01% 214
2024
Q4 		$19.3K Buy
+126
New +$21.3K 0.01% 211

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Asset Planning Inc's BIIB Position: Q2 2026 in Review

Asset Planning Inc held its Biogen (BIIB) position steady in Q2 2026 at 84 shares worth $18.1K. The position accounts for 0.01% of the portfolio, ranked #217.

Asset Planning Inc first reported a position in BIIB in Q4 2024 and has held it in 7 quarters since. The position peaked at $19.3K in Q4 2024. 1,043 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Asset Planning Inc held 84 shares of Biogen worth $18.1K as of Q2 2026.
  • Asset Planning Inc left its Biogen share count unchanged in Q2 2026.
  • Biogen made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #217 holding.
  • Asset Planning Inc first reported a position in Biogen in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Biogen position peaked at $19.3K in Q4 2024.
  • 1,043 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.