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Caldwell Trust’s Biogen BIIB Stock Holding History

Caldwell Trust’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 		$82.8K Hold
383
– – 0.01% 436
2026
Q1 		$70.2K Hold
383
– – 0.01% 454
2025
Q4 		$67.4K Sell
383
-18
-4% -$2.94K 0.01% 439
2025
Q3 		$56.2K Hold
401
– – 0.01% 456
2025
Q2 		$50.4K Sell
401
-253
-39% -$31.5K 0.01% 467
2025
Q1 		$89.5K Sell
654
-8
-1% -$1.14K 0.01% 389
2024
Q4 		$101K Sell
662
-6
-0.9% -$1.01K 0.01% 377
2024
Q3 		$129K Sell
668
-25
-4% -$5.23K 0.01% 363
2024
Q2 		$161K Hold
693
– – 0.02% 330
2024
Q1 		$149K Sell
693
-68
-9% -$15.9K 0.02% 340
2023
Q4 		$197K Hold
761
– – 0.02% 300
2023
Q3 		$196K Hold
761
– – 0.03% 292
2023
Q2 		$217K Hold
761
– – 0.03% 286
2023
Q1 		$212K Hold
761
– – 0.03% 278
2022
Q4 		$211K Hold
761
– – 0.03% 273
2022
Q3 		$203K Sell
761
-65
-8% -$13.8K 0.03% 263
2022
Q2 		$168K Sell
826
-27
-3% -$5.52K 0.02% 297
2022
Q1 		$180K Sell
853
-170
-17% -$37K 0.02% 297
2021
Q4 		$245K Sell
1,023
-35
-3% -$9K 0.03% 261
2021
Q3 		$299K Sell
1,058
-65
-6% -$21.3K 0.04% 237
2021
Q2 		$389K Buy
1,123
+56
+5% +$17K 0.05% 214
2021
Q1 		$298K Sell
1,067
-241
-18% -$65K 0.04% 221
2020
Q4 		$320K Sell
1,308
-23
-2% -$5.93K 0.05% 208
2020
Q3 		$378K Sell
1,331
-304
-19% -$84.8K 0.06% 192
2020
Q2 		$437K Sell
1,635
-51
-3% -$15.3K 0.07% 184
2020
Q1 		$533K Sell
1,686
-217
-11% -$65.9K 0.1% 148
2019
Q4 		$565K Buy
+1,903
New +$528K 0.09% 168

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

Caldwell Trust's BIIB Position: Q2 2026 in Review

Caldwell Trust held its Biogen (BIIB) position steady in Q2 2026 at 383 shares worth $82.8K. The position accounts for 0.01% of the portfolio, ranked #436.

Caldwell Trust first reported a position in BIIB in Q4 2019 and has held it in 27 quarters since. The position peaked at $565K in Q4 2019. 1,045 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Caldwell Trust held 383 shares of Biogen worth $82.8K as of Q2 2026.
  • Caldwell Trust left its Biogen share count unchanged in Q2 2026.
  • Biogen made up 0.01% of Caldwell Trust's portfolio in Q2 2026, its #436 holding.
  • Caldwell Trust first reported a position in Biogen in Q4 2019 and has held it in 27 quarters since.
  • Caldwell Trust's Biogen position peaked at $565K in Q4 2019.
  • 1,045 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.