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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Waverly Advisors's BIIB Position: Q1 2026 in Review

Waverly Advisors increased its Biogen (BIIB) stake by 13% in Q1 2026, buying an estimated $66K and bringing the position to 3,151 shares worth $578K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Waverly Advisors first reported a position in BIIB in Q3 2013 and has held it in 7 quarters since. 1,002 funds tracked by Wall St. Rank hold BIIB as of Q1 2026.

  • Waverly Advisors held 3,151 shares of Biogen worth $578K as of Q1 2026.
  • Waverly Advisors bought 358 Biogen shares in Q1 2026, an estimated $66K.
  • Biogen made up ﹤0.01% of Waverly Advisors's portfolio in Q1 2026, its #1014 holding.
  • Waverly Advisors first reported a position in Biogen in Q3 2013 and has held it in 7 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Biogen as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.