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Summit Wealth Group (Colorado)’s Biogen BIIB Stock Holding History

Summit Wealth Group (Colorado)’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
2025
Q4 		– Sell
-2,146
Closed -$552K – 310
2025
Q3 		$552K Buy
+2,146
New +$290K 0.06% 249

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Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Summit Wealth Group (Colorado)'s BIIB Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Biogen (BIIB) in Q4 2025, closing a stake of 2,146 shares — an estimated $552K sold.

Summit Wealth Group (Colorado) first reported a position in BIIB in Q3 2025 and held it in 1 quarter. The position peaked at $552K in Q3 2025. 1,001 funds tracked by Wall St. Rank hold BIIB as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Biogen position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 2,146 Biogen shares in Q4 2025, an estimated $552K.
  • Summit Wealth Group (Colorado) first reported a position in Biogen in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Biogen position peaked at $552K in Q3 2025.
  • 1,001 funds tracked by Wall St. Rank held Biogen as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.