Summit Trail Advisors’s Biogen BIIB Stock Holding History

Summit Trail 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 Q1	$1.26M	Buy	6,886 +1,485	+27%	+$274K	0.02%	821
2025 Q4	$951K	Sell	5,401 -488	-8%	-$79.7K	0.02%	840
2025 Q3	$825K	Buy	5,889 +3,202	+119%	+$433K	0.01%	922
2025 Q2	$337K	Buy	+2,687	New	+$335K	0.01%	873
2019 Q1	–	Sell	-1,518	Closed	-$457K	–	98
2018 Q4	$457K	Sell	1,518 -1,335	-47%	-$426K	0.16%	61
2018 Q3	$1.01M	Buy	2,853 +243	+9%	+$83.7K	0.22%	56
2018 Q2	$757K	Sell	2,610 -5,169	-66%	-$1.45M	0.26%	50
2018 Q1	$1.49M	Buy	7,779 +1,780	+30%	+$553K	0.25%	86
2017 Q4	$2.04M	Buy	+5,999	New	+$1.92M	0.26%	73

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

Summit Trail Advisors's BIIB Position: Q1 2026 in Review

Summit Trail Advisors increased its Biogen (BIIB) stake by 27% in Q1 2026, buying an estimated $274K and bringing the position to 6,886 shares worth $1.26M. The position accounts for 0.02% of the portfolio, ranked #821.

Summit Trail Advisors first reported a position in BIIB in Q4 2017 and has held it in 9 quarters since. The position peaked at $2.04M in Q4 2017. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

Summit Trail Advisors held 6,886 shares of Biogen worth $1.26M as of Q1 2026.
Summit Trail Advisors bought 1,485 Biogen shares in Q1 2026, an estimated $274K.
Biogen made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #821 holding.
Summit Trail Advisors first reported a position in Biogen in Q4 2017 and has held it in 9 quarters since.
Summit Trail Advisors's Biogen position peaked at $2.04M in Q4 2017.
1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.