Cape Investment Advisory’s Biogen BIIB Stock Holding History

Cape Investment Advisory’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	$1.51K	Buy	+7	New	+$1.34K	﹤0.01%	1281
2026 Q1	–	Sell	-7	Closed	-$1.23K	–	320
2025 Q4	$1.23K	Hold	7	–	–	﹤0.01%	1167
2025 Q3	$981	Sell	7 -2	-22%	-$270	﹤0.01%	741
2025 Q2	$1.13K	Buy	9 +2	+29%	+$249	﹤0.01%	1022
2025 Q1	$958	Sell	7 -6	-46%	-$858	﹤0.01%	976
2024 Q4	$1.99K	Buy	13 +6	+86%	+$1.01K	﹤0.01%	879
2024 Q3	$1.36K	Hold	7	–	–	﹤0.01%	857
2024 Q2	$1.62K	Hold	7	–	–	﹤0.01%	806
2024 Q1	$1.51K	Hold	7	–	–	﹤0.01%	802
2023 Q4	$1.81K	Hold	7	–	–	﹤0.01%	938
2023 Q3	$1.8K	Hold	7	–	–	﹤0.01%	794
2023 Q2	$1.99K	Hold	7	–	–	﹤0.01%	772
2023 Q1	$1.95K	Buy	+7	New	+$1.94K	﹤0.01%	814

Other funds holding BIIB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cape Investment Advisory's BIIB Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Biogen (BIIB) in Q2 2026: 7 shares worth $1.51K. The stake represents ﹤0.01% of the portfolio and ranks #1281 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in BIIB as recently as Q4 2025.

Cape Investment Advisory first reported a position in BIIB in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.99K in Q2 2023. 1,036 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

Cape Investment Advisory held 7 shares of Biogen worth $1.51K as of Q2 2026.
Biogen was a new Cape Investment Advisory position in Q2 2026.
Biogen made up ﹤0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #1281 holding.
Cape Investment Advisory first reported a position in Biogen in Q1 2023 and has held it in 13 quarters since.
Cape Investment Advisory's Biogen position peaked at $1.99K in Q2 2023.
1,036 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.