Asset Planning Inc
BIIB icon

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
Q3 		$19K Hold
84
– – 0.01% 216
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 $2.32T AUM 44.66% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Asset Planning Inc's BIIB Position: Q3 2026 in Review

Asset Planning Inc held its Biogen (BIIB) position steady in Q3 2026 at 84 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #216.

Asset Planning Inc first reported a position in BIIB in Q4 2024 and has held it in 8 quarters since. The position peaked at $19.3K in Q4 2024. 765 funds tracked by Wall St. Rank hold BIIB as of Q3 2026.

  • Asset Planning Inc held 84 shares of Biogen worth $19K as of Q3 2026.
  • Asset Planning Inc left its Biogen share count unchanged in Q3 2026.
  • Biogen made up 0.01% of Asset Planning Inc's portfolio in Q3 2026, its #216 holding.
  • Asset Planning Inc first reported a position in Biogen in Q4 2024 and has held it in 8 quarters since.
  • Asset Planning Inc's Biogen position peaked at $19.3K in Q4 2024.
  • 765 funds tracked by Wall St. Rank held Biogen as of Q3 2026.

Based on Asset Planning Inc's 13F filing for Q3 2026, filed 26 Oct 2026.