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BHPW
Beverly Hills Private Wealth’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
Beverly Hills Private Wealth’s Portfolio
BIO Stock Details
BIO Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$224K
Buy
+803
New
+$231K
0.04%
314
2025
Q4
–
Sell
-868
Closed
-$243K
–
338
2025
Q3
$243K
Sell
868
-70
-7%
-$19K
0.04%
297
2025
Q2
$226K
Sell
938
-75
-7%
-$17.7K
0.04%
311
2025
Q1
$247K
Buy
1,013
+12
+1%
+$3.61K
0.05%
300
2024
Q4
$329K
Sell
1,001
-129
-11%
-$43.8K
0.07%
240
2024
Q3
$378K
Sell
1,130
-204
-15%
-$64.8K
0.08%
225
2024
Q2
$364K
Buy
1,334
+111
+9%
+$32.3K
0.08%
240
2024
Q1
$423K
Buy
1,223
+310
+34%
+$102K
0.1%
223
2023
Q4
$295K
Sell
913
-170
-16%
-$53.3K
0.08%
259
2023
Q3
$388K
Sell
1,083
-736
-40%
-$284K
0.12%
191
2023
Q2
$728K
Buy
1,819
+946
+108%
+$385K
0.12%
186
2023
Q1
$418K
Buy
873
+130
+17%
+$60.9K
0.13%
173
2022
Q4
$312K
Buy
+743
New
+$300K
0.14%
171
Other funds holding BIO
First Eagle Investment Management
New York
$59B AUM
32.99%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
EARNEST Partners
Atlanta, Georgia
$24.3B AUM
34.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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