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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
Q2 		$437K Buy
2,024
+323
+19% +$61.8K ﹤0.01% 1089
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

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

EP Wealth Advisors's BIIB Position: Q2 2026 in Review

EP Wealth Advisors increased its Biogen (BIIB) stake by 19% in Q2 2026, buying an estimated $61.8K and bringing the position to 2,024 shares worth $437K. The position accounts for ﹤0.01% of the portfolio, ranked #1089.

EP Wealth Advisors first reported a position in BIIB in Q4 2017 and has held it in 13 quarters since. The position peaked at $13.8M in Q3 2018. 1,043 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • EP Wealth Advisors held 2,024 shares of Biogen worth $437K as of Q2 2026.
  • EP Wealth Advisors bought 323 Biogen shares in Q2 2026, an estimated $61.8K.
  • Biogen made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1089 holding.
  • EP Wealth Advisors first reported a position in Biogen in Q4 2017 and has held it in 13 quarters since.
  • EP Wealth Advisors's Biogen position peaked at $13.8M in Q3 2018.
  • 1,043 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.