Brio Consultants’s Bio-Rad Laboratories Class A BIO Stock Holding History

Brio Consultants’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
2025 Q3	–	Sell	-863	Closed	-$208K	–	139
2025 Q2	$208K	Sell	863 -436	-34%	-$103K	0.03%	126
2025 Q1	$316K	Sell	1,299 -440	-25%	-$132K	0.05%	93
2024 Q4	$571K	Sell	1,739 -434	-20%	-$147K	0.09%	75
2024 Q3	$727K	Sell	2,173 -433	-17%	-$138K	0.12%	67
2024 Q2	$712K	Buy	2,606 +4	+0.2%	+$1.16K	0.12%	64
2024 Q1	$900K	Hold	2,602	–	–	0.15%	61
2023 Q4	$840K	Buy	+2,602	New	+$816K	0.15%	61
2021 Q4	–	Sell	-375	Closed	-$280K	–	71
2021 Q3	$280K	Sell	375 -20	-5%	-$15K	0.07%	68
2021 Q2	$254K	Sell	395 -9	-2%	-$5.48K	0.06%	71
2021 Q1	$231K	Sell	404 -18	-4%	-$10.7K	0.07%	68
2020 Q4	$246K	Buy	+422	New	+$240K	0.08%	66

Other funds holding BIO

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Brio Consultants's BIO Position: Q3 2025 in Review

Brio Consultants sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2025, closing a stake of 863 shares — an estimated $208K sold.

Brio Consultants first reported a position in BIO in Q4 2020 and held it in 11 quarters. The position peaked at $900K in Q1 2024. 396 funds tracked by Wall St. Rank hold BIO as of Q3 2025.

Brio Consultants reported no remaining Bio-Rad Laboratories Class A position as of Q3 2025 after selling out during the quarter.
Brio Consultants sold 863 Bio-Rad Laboratories Class A shares in Q3 2025, an estimated $208K.
Brio Consultants first reported a position in Bio-Rad Laboratories Class A in Q4 2020 and held it in 11 quarters.
Brio Consultants's Bio-Rad Laboratories Class A position peaked at $900K in Q1 2024.
396 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2025.

Based on Brio Consultants's 13F filing for Q3 2025, filed 10 Nov 2025.