Heritage Wealth Advisors’s Biogen BIIB Stock Holding History

Heritage 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	$368K	Buy	2,009 +9	+0.5%	+$1.66K	0.01%	158
2025 Q4	$352K	Hold	2,000	–	–	0.01%	171
2025 Q3	$280K	Hold	2,000	–	–	0.01%	177
2025 Q2	$251K	Hold	2,000	–	–	0.01%	183
2025 Q1	$274K	Hold	2,000	–	–	0.01%	172
2024 Q4	$306K	Hold	2,000	–	–	0.02%	167
2024 Q3	$388K	Hold	2,000	–	–	0.02%	159
2024 Q2	$464K	Hold	2,000	–	–	0.02%	144
2024 Q1	$431K	Hold	2,000	–	–	0.02%	154
2023 Q4	$518K	Hold	2,000	–	–	0.03%	143
2023 Q3	$514K	Hold	2,000	–	–	0.03%	129
2023 Q2	$570K	Hold	2,000	–	–	0.03%	123
2023 Q1	$556K	Sell	2,000 -32	-2%	-$8.85K	0.03%	124
2022 Q4	$563K	Hold	2,032	–	–	0.03%	123
2022 Q3	$543K	Hold	2,032	–	–	0.04%	114
2022 Q2	$414K	Hold	2,032	–	–	0.03%	136
2022 Q1	$428K	Sell	2,032 -90	-4%	-$19.6K	0.02%	138
2021 Q4	$509K	Hold	2,122	–	–	0.03%	136
2021 Q3	$601K	Hold	2,122	–	–	0.04%	125
2021 Q2	$735K	Sell	2,122 -60	-3%	-$18.2K	0.05%	111
2021 Q1	$610K	Sell	2,182 -37	-2%	-$9.98K	0.04%	124
2020 Q4	$543K	Sell	2,219 -168	-7%	-$43.3K	0.03%	123
2020 Q3	$677K	Buy	2,387 +42	+2%	+$11.7K	0.09%	80
2020 Q2	$627K	Buy	2,345 +55	+2%	+$16.5K	0.09%	76
2020 Q1	$725K	Buy	2,290 +28	+1%	+$8.5K	0.13%	64
2019 Q4	$671K	Buy	2,262 +32	+1%	+$8.88K	0.09%	86
2019 Q3	$519K	Buy	2,230 +12	+0.5%	+$2.79K	0.08%	94
2019 Q2	$519K	Buy	2,218 +100	+5%	+$23.1K	0.08%	87
2019 Q1	$501K	Hold	2,118	–	–	0.08%	82
2018 Q4	$637K	Sell	2,118 -15	-0.7%	-$4.79K	0.12%	66
2018 Q3	$753K	Hold	2,133	–	–	0.15%	59
2018 Q2	$619K	Hold	2,133	–	–	0.23%	62
2018 Q1	$584K	Buy	2,133 +4	+0.2%	+$1.24K	0.24%	59
2017 Q4	$679K	Buy	2,129 +47	+2%	+$15.1K	0.29%	55
2017 Q3	$652K	Buy	2,082 +33	+2%	+$9.77K	0.33%	53
2017 Q2	$556K	Hold	2,049	–	–	0.29%	56
2017 Q1	$560K	Hold	2,049	–	–	0.3%	55
2016 Q4	$581K	Hold	2,049	–	–	0.38%	43
2016 Q3	$642K	Buy	2,049 +15	+0.7%	+$4.44K	0.44%	37
2016 Q2	$492K	Buy	2,034 +34	+2%	+$8.96K	0.33%	41
2016 Q1	$521K	Hold	2,000	–	–	0.41%	34
2015 Q4	$613K	Hold	2,000	–	–	0.52%	28
2015 Q3	$584K	Hold	2,000	–	–	0.5%	24
2015 Q2	$808K	Hold	2,000	–	–	0.67%	28
2015 Q1	$844K	Hold	2,000	–	–	0.7%	26
2014 Q4	$679K	Hold	2,000	–	–	0.61%	29
2014 Q3	$662K	Hold	2,000	–	–	0.69%	30
2014 Q2	$631K	Hold	2,000	–	–	0.68%	31
2014 Q1	$612K	Hold	2,000	–	–	0.71%	27
2013 Q4	$559K	Buy	+2,000	New	+$517K	0.7%	29

Other funds holding BIIB

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Heritage Wealth Advisors's BIIB Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Biogen (BIIB) stake by 0.45% in Q1 2026, buying an estimated $1.66K and bringing the position to 2,009 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #158.

Heritage Wealth Advisors first reported a position in BIIB in Q4 2013 and has held it in 50 quarters since. The position peaked at $844K in Q1 2015. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Heritage Wealth Advisors held 2,009 shares of Biogen worth $368K as of Q1 2026.
Heritage Wealth Advisors bought 9 Biogen shares in Q1 2026, an estimated $1.66K.
Biogen made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #158 holding.
Heritage Wealth Advisors first reported a position in Biogen in Q4 2013 and has held it in 50 quarters since.
Heritage Wealth Advisors's Biogen position peaked at $844K in Q1 2015.
1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.