PDS Planning’s Biogen BIIB Stock Holding History

PDS Planning’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	$237K	Buy	1,294 +3	+0.2%	+$553	0.02%	464
2025 Q4	$227K	Buy	+1,291	New	+$211K	0.02%	472

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

PDS Planning's BIIB Position: Q1 2026 in Review

PDS Planning increased its Biogen (BIIB) stake by 0.23% in Q1 2026, buying an estimated $553 and bringing the position to 1,294 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #464.

PDS Planning first reported a position in BIIB in Q4 2025 and has held it in 2 quarters since. 1,003 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

PDS Planning held 1,294 shares of Biogen worth $237K as of Q1 2026.
PDS Planning bought 3 Biogen shares in Q1 2026, an estimated $553.
Biogen made up 0.02% of PDS Planning's portfolio in Q1 2026, its #464 holding.
PDS Planning first reported a position in Biogen in Q4 2025 and has held it in 2 quarters since.
1,003 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.