Patient Capital Management’s Biogen BIIB Stock Holding History

Patient Capital 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	$40.9M	Buy	189,400 +187,506	+9,900%	+$35.9M	1.34%	29
2026 Q1	$34.7M	Buy	+1,894	New	+$349K	1.27%	31

Other funds holding BIIB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Norges Bank Oslo, Norway $1T AUM

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

Patient Capital Management's BIIB Position: Q2 2026 in Review

Patient Capital Management reduced its Biogen (BIIB) stake by 25% in Q2 2026, selling an estimated $18.4M and leaving 283,697 shares worth $61.3M. The position accounts for 2.01% of the portfolio, ranked #22.

Patient Capital Management first reported a position in BIIB in Q1 2024 and has held it in 10 quarters since. The position peaked at $101M in Q4 2025. 1,045 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

Patient Capital Management held 283,697 shares of Biogen worth $61.3M as of Q2 2026.
Patient Capital Management sold 96,044 Biogen shares in Q2 2026, an estimated $18.4M.
Biogen made up 2.01% of Patient Capital Management's portfolio in Q2 2026, its #22 holding.
Patient Capital Management first reported a position in Biogen in Q1 2024 and has held it in 10 quarters since.
Patient Capital Management's Biogen position peaked at $101M in Q4 2025.
1,045 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Patient Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.