Root Financial Partners
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Root Financial Partners’s Biogen BIIB Stock Holding History

Root Financial Partners’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
Q3 		$129K Buy
+569
New +$121K ﹤0.01% 614
2026
Q2 		– Sell
-341
Closed -$62.5K – 745
2026
Q1 		$62.5K Buy
341
+156
+84% +$28.7K ﹤0.01% 767
2025
Q4 		$32.6K Buy
185
+123
+198% +$20.1K ﹤0.01% 903
2025
Q3 		$8.68K Buy
+62
New +$8.38K ﹤0.01% 1509

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BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $161B AUM 86.05% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's BIIB Position: Q3 2026 in Review

Root Financial Partners opened a new position in Biogen (BIIB) in Q3 2026: 569 shares worth $129K. The stake represents ﹤0.01% of the portfolio and ranks #614 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in BIIB as recently as Q1 2026.

Root Financial Partners first reported a position in BIIB in Q3 2025 and has held it in 4 quarters since. 881 funds tracked by Wall St. Rank hold BIIB as of Q3 2026.

  • Root Financial Partners held 569 shares of Biogen worth $129K as of Q3 2026.
  • Biogen was a new Root Financial Partners position in Q3 2026.
  • Biogen made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #614 holding.
  • Root Financial Partners first reported a position in Biogen in Q3 2025 and has held it in 4 quarters since.
  • 881 funds tracked by Wall St. Rank held Biogen as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.