KWA
BIIB icon

Kingswood Wealth Advisors’s Biogen BIIB Stock Holding History

Kingswood 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 		$337K Buy
1,562
+80
+5% +$15.3K 0.01% 733
2026
Q1 		$272K Buy
1,482
+51
+4% +$9.4K 0.01% 751
2025
Q4 		$252K Buy
+1,431
New +$234K 0.01% 741
2025
Q1 		– Sell
-1,509
Closed -$231K – 734
2024
Q4 		$231K Sell
1,509
-901
-37% -$152K 0.02% 696
2024
Q3 		$467K Buy
2,410
+1,020
+73% +$213K 0.03% 467
2024
Q2 		$322K Sell
1,390
-169
-11% -$36.7K 0.03% 500
2024
Q1 		$336K Buy
+1,559
New +$365K 0.04% 447
2023
Q4 		– Sell
-1,006
Closed -$259K – 644
2023
Q3 		$259K Buy
+1,006
New +$269K 0.04% 348

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

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

Kingswood Wealth Advisors increased its Biogen (BIIB) stake by 5.4% in Q2 2026, buying an estimated $15.3K and bringing the position to 1,562 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #733.

Kingswood Wealth Advisors first reported a position in BIIB in Q3 2023 and has held it in 8 quarters since. The position peaked at $467K in Q3 2024. 1,038 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Kingswood Wealth Advisors held 1,562 shares of Biogen worth $337K as of Q2 2026.
  • Kingswood Wealth Advisors bought 80 Biogen shares in Q2 2026, an estimated $15.3K.
  • Biogen made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #733 holding.
  • Kingswood Wealth Advisors first reported a position in Biogen in Q3 2023 and has held it in 8 quarters since.
  • Kingswood Wealth Advisors's Biogen position peaked at $467K in Q3 2024.
  • 1,038 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.