Heartwood Wealth Advisors’s Biogen BIIB Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-50	Closed	-$7K	–	249
2025 Q3	$7K	Buy	+50	New	+$6.76K	﹤0.01%	401

Other funds holding BIIB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heartwood Wealth Advisors's BIIB Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Biogen (BIIB) in Q4 2025, closing a stake of 50 shares — an estimated $7K sold.

Heartwood Wealth Advisors first reported a position in BIIB in Q3 2025 and held it in 1 quarter. The position peaked at $7K in Q3 2025. 997 funds tracked by Wall St. Rank hold BIIB as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Biogen position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 50 Biogen shares in Q4 2025, an estimated $7K.
Heartwood Wealth Advisors first reported a position in Biogen in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Biogen position peaked at $7K in Q3 2025.
997 funds tracked by Wall St. Rank held Biogen as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.