Krensavage Asset Management’s Biogen BIIB Stock Holding History

Krensavage Asset 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 Q1	$3.67M	Buy	20,000 +10,000	+100%	+$1.84M	1.43%	15
2025 Q4	$1.76M	Hold	10,000	–	–	0.62%	17
2025 Q3	$1.4M	Buy	+10,000	New	+$1.35M	0.6%	16
2025 Q1	–	Sell	-108,923	Closed	-$16.7M	–	15
2024 Q4	$16.7M	Sell	108,923 -4,579	-4%	-$772K	9.85%	4
2024 Q3	$22M	Sell	113,502 -10,283	-8%	-$2.15M	12.33%	4
2024 Q2	$28.7M	Sell	123,785 -10,283	-8%	-$2.23M	13.18%	3
2024 Q1	$28.9M	Sell	134,068 -26,412	-16%	-$6.19M	12.82%	3
2023 Q4	$41.5M	Hold	160,480	–	–	14.73%	3
2023 Q3	$41.2M	Sell	160,480 -16,346	-9%	-$4.37M	15.19%	3
2023 Q2	$50.4M	Sell	176,826 -300	-0.2%	-$89.3K	15.96%	1
2023 Q1	$49.2M	Buy	177,126 +122	+0.1%	+$33.8K	14.96%	1
2022 Q4	$49M	Sell	177,004 -7,644	-4%	-$2.16M	15.15%	2
2022 Q3	$49.3M	Buy	184,648 +67,400	+57%	+$14.3M	15.7%	1
2022 Q2	$23.9M	Buy	117,248 +5,895	+5%	+$1.21M	7.9%	8
2022 Q1	$23.5M	Buy	111,353 +8,300	+8%	+$1.8M	8.08%	8
2021 Q4	$24.7M	Sell	103,053 -149	-0.1%	-$38.3K	8.58%	8
2021 Q3	$29.2M	Buy	103,202 +5,679	+6%	+$1.86M	9.16%	7
2021 Q2	$33.8M	Sell	97,523 -40,995	-30%	-$12.4M	11.46%	6
2021 Q1	$38.8M	Buy	138,518 +501	+0.4%	+$135K	13.41%	5
2020 Q4	$33.8M	Buy	138,017 +854	+0.6%	+$220K	9.87%	6
2020 Q3	$38.9M	Sell	137,163 -14,257	-9%	-$3.98M	12.39%	4
2020 Q2	$40.5M	Buy	151,420 +40,649	+37%	+$12.2M	11.02%	4
2020 Q1	$35M	Buy	110,771 +867	+0.8%	+$263K	11.27%	5
2019 Q4	$32.6M	Sell	109,904 -66,806	-38%	-$18.5M	11.13%	5
2019 Q3	$41.1M	Buy	176,710 +154	+0.1%	+$35.9K	15.8%	2
2019 Q2	$41.3M	Sell	176,556 -3,444	-2%	-$795K	13.4%	3
2019 Q1	$42.5M	Buy	+180,000	New	+$56.7M	11.5%	4

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

Krensavage Asset Management's BIIB Position: Q1 2026 in Review

Krensavage Asset Management increased its Biogen (BIIB) stake by 100% in Q1 2026, buying an estimated $1.84M and bringing the position to 20,000 shares worth $3.67M. The position accounts for 1.43% of the portfolio, ranked #15.

Krensavage Asset Management first reported a position in BIIB in Q1 2019 and has held it in 27 quarters since. The position peaked at $50.4M in Q2 2023. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Krensavage Asset Management held 20,000 shares of Biogen worth $3.67M as of Q1 2026.
Krensavage Asset Management bought 10,000 Biogen shares in Q1 2026, an estimated $1.84M.
Biogen made up 1.43% of Krensavage Asset Management's portfolio in Q1 2026, its #15 holding.
Krensavage Asset Management first reported a position in Biogen in Q1 2019 and has held it in 27 quarters since.
Krensavage Asset Management's Biogen position peaked at $50.4M in Q2 2023.
1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Krensavage Asset Management's 13F filing for Q1 2026, filed 15 May 2026.