WA
BIIB icon

Waverly Advisors’s Biogen BIIB Stock Holding History

Waverly 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 		$795K Buy
3,678
+527
+17% +$101K ﹤0.01% 968
2026
Q1 		$578K Buy
3,151
+358
+13% +$66K ﹤0.01% 1014
2025
Q4 		$492K Buy
+2,793
New +$456K ﹤0.01% 1023
2014
Q4 		– Sell
-86
Closed -$28K – 451
2014
Q3 		$28K Hold
86
– – 0.02% 290
2014
Q2 		$27K Buy
86
+10
+13% +$3.01K 0.01% 294
2014
Q1 		$23K Sell
76
-20
-21% -$6.35K 0.01% 296
2013
Q4 		$27K Buy
96
+72
+300% +$18.6K 0.01% 407
2013
Q3 		$6K Buy
+24
New +$5.37K ﹤0.01% 475

Other funds holding BIIB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Waverly Advisors's BIIB Position: Q2 2026 in Review

Waverly Advisors increased its Biogen (BIIB) stake by 17% in Q2 2026, buying an estimated $101K and bringing the position to 3,678 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Waverly Advisors first reported a position in BIIB in Q3 2013 and has held it in 8 quarters since. 1,046 funds tracked by Wall St. Rank hold BIIB as of Q2 2026.

  • Waverly Advisors held 3,678 shares of Biogen worth $795K as of Q2 2026.
  • Waverly Advisors bought 527 Biogen shares in Q2 2026, an estimated $101K.
  • Biogen made up ﹤0.01% of Waverly Advisors's portfolio in Q2 2026, its #968 holding.
  • Waverly Advisors first reported a position in Biogen in Q3 2013 and has held it in 8 quarters since.
  • 1,046 funds tracked by Wall St. Rank held Biogen as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.