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Sax Wealth Advisors’s Biogen BIIB Stock Holding History

Sax Wealth 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 		$617K Buy
3,364
+34
+1% +$6.5K 0.03% 301
2026
Q1 		$586K Hold
3,330
– – 0.03% 264
2025
Q4 		$586K Buy
3,330
+27
+0.8% +$4.41K 0.03% 271
2025
Q3 		$463K Buy
3,303
+15
+0.5% +$2.03K 0.02% 286
2025
Q2 		$413K Buy
3,288
+1,078
+49% +$134K 0.02% 284
2025
Q1 		$302K Buy
2,210
+7
+0.3% +$1K 0.02% 296
2024
Q4 		$337K Buy
+2,203
New +$372K 0.03% 250

Other funds holding BIIB

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
NGM
North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

Sax Wealth Advisors's BIIB Position: Q2 2026 in Review

Sax Wealth Advisors increased its Biogen (BIIB) stake by 1% in Q2 2026, buying an estimated $6.5K and bringing the position to 3,364 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #301.

Sax Wealth Advisors first reported a position in BIIB in Q4 2024 and has held it in 7 quarters since. 199 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Sax Wealth Advisors held 3,364 shares of Biogen worth $617K as of Q2 2026.
  • Sax Wealth Advisors bought 34 Biogen shares in Q2 2026, an estimated $6.5K.
  • Biogen made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #301 holding.
  • Sax Wealth Advisors first reported a position in Biogen in Q4 2024 and has held it in 7 quarters since.
  • 199 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.