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 Q2	$1.53M	Buy	7,082 +196	+3%	+$37.5K	0.02%	780
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

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

Summit Trail Advisors's BIIB Position: Q2 2026 in Review

Summit Trail Advisors increased its Biogen (BIIB) stake by 2.8% in Q2 2026, buying an estimated $37.5K and bringing the position to 7,082 shares worth $1.53M. The position accounts for 0.02% of the portfolio, ranked #780.

Summit Trail Advisors first reported a position in BIIB in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.04M in Q4 2017. 1,043 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

Summit Trail Advisors held 7,082 shares of Biogen worth $1.53M as of Q2 2026.
Summit Trail Advisors bought 196 Biogen shares in Q2 2026, an estimated $37.5K.
Biogen made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #780 holding.
Summit Trail Advisors first reported a position in Biogen in Q4 2017 and has held it in 10 quarters since.
Summit Trail Advisors's Biogen position peaked at $2.04M in Q4 2017.
1,043 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.