Montag & Associates’s Biogen BIIB Stock Holding History

Montag & Associates’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	-60	Closed	-$8.4K	–	981
2025 Q3	$8.4K	Hold	60	–	–	﹤0.01%	778
2025 Q2	$7.54K	Sell	60 -149	-71%	-$18.6K	﹤0.01%	773
2025 Q1	$28.6K	Hold	209	–	–	﹤0.01%	686
2024 Q4	$32K	Hold	209	–	–	﹤0.01%	662
2024 Q3	$40.5K	Hold	209	–	–	﹤0.01%	641
2024 Q2	$48.5K	Hold	209	–	–	﹤0.01%	599
2024 Q1	$45.1K	Hold	209	–	–	﹤0.01%	614
2023 Q4	$54.1K	Hold	209	–	–	﹤0.01%	568
2023 Q3	$53.7K	Sell	209 -16	-7%	-$4.28K	﹤0.01%	543
2023 Q2	$64.1K	Hold	225	–	–	﹤0.01%	524
2023 Q1	$62.6K	Hold	225	–	–	﹤0.01%	514
2022 Q4	$62.3K	Buy	225 +16	+8%	+$4.52K	﹤0.01%	508
2022 Q3	$56K	Hold	209	–	–	﹤0.01%	517
2022 Q2	$43K	Hold	209	–	–	﹤0.01%	550
2022 Q1	$44K	Hold	209	–	–	﹤0.01%	587
2021 Q4	$50K	Hold	209	–	–	﹤0.01%	567
2021 Q3	$59K	Hold	209	–	–	﹤0.01%	544
2021 Q2	$72K	Hold	209	–	–	﹤0.01%	505
2021 Q1	$58K	Hold	209	–	–	﹤0.01%	537
2020 Q4	$51K	Buy	+209	New	+$53.9K	﹤0.01%	535
2015 Q3	–	Sell	-549	Closed	-$222K	–	236
2015 Q2	$222K	Hold	549	–	–	0.03%	235
2015 Q1	$232K	Buy	+549	New	+$216K	0.03%	235

Other funds holding BIIB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Montag & Associates's BIIB Position: Q4 2025 in Review

Montag & Associates sold out of Biogen (BIIB) in Q4 2025, closing a stake of 60 shares — an estimated $8.4K sold.

Montag & Associates first reported a position in BIIB in Q1 2015 and held it in 22 quarters. The position peaked at $232K in Q1 2015. 1,000 funds tracked by Wall St. Rank hold BIIB as of Q4 2025.

Montag & Associates reported no remaining Biogen position as of Q4 2025 after selling out during the quarter.
Montag & Associates sold 60 Biogen shares in Q4 2025, an estimated $8.4K.
Montag & Associates first reported a position in Biogen in Q1 2015 and held it in 22 quarters.
Montag & Associates's Biogen position peaked at $232K in Q1 2015.
1,000 funds tracked by Wall St. Rank held Biogen as of Q4 2025.

Based on Montag & Associates's 13F filing for Q4 2025, filed 2 Feb 2026.