EWA
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EP Wealth Advisors’s Biogen BIIB Stock Holding History

EP Wealth 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
Q1 		$312K Sell
1,701
-99
-6% -$18.2K ﹤0.01% 1137
2025
Q4 		$317K Buy
+1,800
New +$294K ﹤0.01% 1108
2025
Q2 		$579K Buy
4,614
+230
+5% +$28.7K ﹤0.01% 728
2025
Q1 		$600K Sell
4,384
-7
-0.2% -$1K ﹤0.01% 644
2024
Q4 		$671K Buy
4,391
+301
+7% +$50.8K 0.01% 603
2024
Q3 		$793K Buy
+4,090
New +$856K 0.01% 555
2019
Q2 		– Sell
-39,706
Closed -$9.39M – 326
2019
Q1 		$9.39M Buy
39,706
+1,487
+4% +$468K 0.9% 36
2018
Q4 		$11.5M Sell
38,219
-717
-2% -$229K 0.89% 30
2018
Q3 		$13.8M Buy
38,936
+271
+0.7% +$93.3K 1.07% 28
2018
Q2 		$11.2M Buy
38,665
+3,650
+10% +$1.03M 1.06% 30
2018
Q1 		$9.59M Buy
35,015
+2,494
+8% +$774K 0.93% 34
2017
Q4 		$10.4M Buy
+32,521
New +$10.4M 1.09% 31

Other funds holding BIIB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return