IFWM
BIIB icon

Institute for Wealth Management’s Biogen BIIB Stock Holding History

Institute for Wealth Management’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 		$70.5K Buy
+326
New +$62.4K 0.01% 785
2024
Q1 		– Sell
-849
Closed -$220K – 513
2023
Q4 		$220K Sell
849
-101
-11% -$24.8K 0.04% 441
2023
Q3 		$244K Sell
950
-5
-0.5% -$1.34K 0.04% 391
2023
Q2 		$272K Buy
955
+82
+9% +$24.4K 0.05% 379
2023
Q1 		$243K Sell
873
-51
-6% -$14.1K 0.05% 394
2022
Q4 		$256K Sell
924
-67
-7% -$18.9K 0.05% 380
2022
Q3 		$265K Hold
991
– – 0.06% 362
2022
Q2 		$202K Hold
991
– – 0.04% 489
2022
Q1 		$209K Buy
991
+20
+2% +$4.35K 0.03% 504
2021
Q4 		$233K Sell
971
-59
-6% -$15.2K 0.04% 436
2021
Q3 		$291K Sell
1,030
-40
-4% -$13.1K 0.05% 385
2021
Q2 		$370K Buy
1,070
+40
+4% +$12.1K 0.07% 329
2021
Q1 		$288K Sell
1,030
-47
-4% -$12.7K 0.05% 368
2020
Q4 		$264K Sell
1,077
-466
-30% -$120K 0.05% 373
2020
Q3 		$438K Buy
1,543
+13
+0.8% +$3.63K 0.1% 250
2020
Q2 		$409K Sell
1,530
-72
-4% -$21.6K 0.1% 274
2020
Q1 		$507K Hold
1,602
– – 0.16% 181
2019
Q4 		$475K Sell
1,602
-85
-5% -$23.6K 0.11% 260
2019
Q3 		$393K Buy
1,687
+24
+1% +$5.59K 0.1% 278
2019
Q2 		$389K Sell
1,663
-100
-6% -$23.1K 0.09% 297
2019
Q1 		$417K Hold
1,763
– – 0.09% 278
2018
Q4 		$531K Buy
+1,763
New +$563K 0.22% 140
2018
Q1 		– Sell
-1,755
Closed -$559K – 266
2017
Q4 		$559K Buy
+1,755
New +$563K 0.13% 205
2017
Q3 		– Sell
-1,751
Closed -$477K – 263
2017
Q2 		$477K Buy
+1,751
New +$463K 0.13% 235

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 $3.38T AUM 44.17% 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

Institute for Wealth Management's BIIB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Biogen (BIIB) in Q2 2026: 326 shares worth $70.5K. The stake represents 0.01% of the portfolio and ranks #785 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in BIIB as recently as Q4 2023.

Institute for Wealth Management first reported a position in BIIB in Q2 2017 and has held it in 24 quarters since. The position peaked at $559K in Q4 2017. 1,046 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Institute for Wealth Management held 326 shares of Biogen worth $70.5K as of Q2 2026.
  • Biogen was a new Institute for Wealth Management position in Q2 2026.
  • Biogen made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #785 holding.
  • Institute for Wealth Management first reported a position in Biogen in Q2 2017 and has held it in 24 quarters since.
  • Institute for Wealth Management's Biogen position peaked at $559K in Q4 2017.
  • 1,046 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.