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Mount Yale Investment Advisors’s Biogen BIIB Stock Holding History

Mount Yale Investment 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 		$760K Sell
3,519
-205
-6% -$39.2K 0.01% 665
2026
Q1 		$683K Buy
+3,724
New +$686K 0.02% 617
2025
Q3 		– Sell
-200
Closed -$25.1K – 773
2025
Q2 		$25.1K Buy
+200
New +$24.9K ﹤0.01% 996
2023
Q2 		– Sell
-893
Closed -$248K – 487
2023
Q1 		$248K Sell
893
-457
-34% -$126K 0.03% 423
2022
Q4 		$374K Buy
+1,350
New +$381K 0.04% 323
2018
Q4 		– Sell
-248
Closed -$82K – 366
2018
Q3 		$82K Buy
248
+10
+4% +$3.44K 0.01% 500
2018
Q2 		$69K Hold
238
– – 0.01% 569
2018
Q1 		$65K Buy
+238
New +$73.9K 0.01% 566

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

Mount Yale Investment Advisors's BIIB Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Biogen (BIIB) stake by 5.5% in Q2 2026, selling an estimated $39.2K and leaving 3,519 shares worth $760K. The position accounts for 0.01% of the portfolio, ranked #665.

Mount Yale Investment Advisors first reported a position in BIIB in Q1 2018 and has held it in 8 quarters since. 1,046 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Mount Yale Investment Advisors held 3,519 shares of Biogen worth $760K as of Q2 2026.
  • Mount Yale Investment Advisors sold 205 Biogen shares in Q2 2026, an estimated $39.2K.
  • Biogen made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #665 holding.
  • Mount Yale Investment Advisors first reported a position in Biogen in Q1 2018 and has held it in 8 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.