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Caerus Investment Advisors’s Biogen BIIB Stock Holding History

Caerus Investment Advisors’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 		$625K Buy
2,893
+92
+3% +$17.6K 0.21% 89
2026
Q1 		$514K Buy
2,801
+134
+5% +$24.7K 0.21% 93
2025
Q4 		$469K Buy
2,667
+187
+8% +$30.6K 0.15% 154
2025
Q3 		$347K Buy
+2,480
New +$335K 0.14% 171

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

Caerus Investment Advisors's BIIB Position: Q2 2026 in Review

Caerus Investment Advisors increased its Biogen (BIIB) stake by 3.3% in Q2 2026, buying an estimated $17.6K and bringing the position to 2,893 shares worth $625K. The position accounts for 0.21% of the portfolio, ranked #89.

Caerus Investment Advisors first reported a position in BIIB in Q3 2025 and has held it in 4 quarters since. 1,043 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Caerus Investment Advisors held 2,893 shares of Biogen worth $625K as of Q2 2026.
  • Caerus Investment Advisors bought 92 Biogen shares in Q2 2026, an estimated $17.6K.
  • Biogen made up 0.21% of Caerus Investment Advisors's portfolio in Q2 2026, its #89 holding.
  • Caerus Investment Advisors first reported a position in Biogen in Q3 2025 and has held it in 4 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Caerus Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.