Carson Wealth (CWM LLC)’s Bio-Techne TECH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $658K | Buy |
12,591
+987
| +9% | +$59.2K | ﹤0.01% | 1821 |
|
|
2025
Q4 | $682K | Sell |
11,604
-36
| -0.3% | -$2.19K | ﹤0.01% | 1729 |
|
|
2025
Q3 | $648K | Buy |
11,640
+249
| +2% | +$13.3K | ﹤0.01% | 1649 |
|
|
2025
Q2 | $586K | Sell |
11,391
-536
| -4% | -$26.9K | ﹤0.01% | 1518 |
|
|
2025
Q1 | $699K | Sell |
11,927
-786
| -6% | -$53.3K | ﹤0.01% | 1322 |
|
|
2024
Q4 | $916K | Buy |
12,713
+8,731
| +219% | +$641K | ﹤0.01% | 1130 |
|
|
2024
Q3 | $318K | Sell |
3,982
-123
| -3% | -$9.24K | ﹤0.01% | 1511 |
|
|
2024
Q2 | $294K | Buy |
4,105
+319
| +8% | +$23.5K | ﹤0.01% | 1406 |
|
|
2024
Q1 | $266K | Buy |
3,786
+305
| +9% | +$21.8K | ﹤0.01% | 1386 |
|
|
2023
Q4 | $269K | Buy |
3,481
+971
| +39% | +$64K | ﹤0.01% | 1293 |
|
|
2023
Q3 | $171K | Sell |
2,510
-635
| -20% | -$50.2K | ﹤0.01% | 1371 |
|
|
2023
Q2 | $257K | Buy |
3,145
+780
| +33% | +$62.7K | ﹤0.01% | 1168 |
|
|
2023
Q1 | $175K | Buy |
2,365
+321
| +16% | +$24.7K | ﹤0.01% | 1253 |
|
|
2022
Q4 | $169K | Buy |
2,044
+712
| +53% | +$56.5K | ﹤0.01% | 1159 |
|
|
2022
Q3 | $95K | Sell |
1,332
-576
| -30% | -$49.8K | ﹤0.01% | 1358 |
|
|
2022
Q2 | $165K | Sell |
1,908
-36
| -2% | -$3.37K | ﹤0.01% | 1120 |
|
|
2022
Q1 | $210K | Buy |
1,944
+1,156
| +147% | +$119K | ﹤0.01% | 1019 |
|
|
2021
Q4 | $102K | Buy |
+788
| New | +$96.6K | ﹤0.01% | 1286 |
|
|
2021
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2470 |
|
|
2021
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2470 |
|
|
2020
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2469 |
|
|
2020
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2469 |
|
|
2020
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2469 |
|
|
2020
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2469 |
|
|
2019
Q4 | $4K | Hold |
36
| – | – | ﹤0.01% | 2468 |
|
|
2019
Q3 | $4K | Hold |
36
| – | – | ﹤0.01% | 2468 |
|
|
2019
Q2 | $4K | Hold |
36
| – | – | ﹤0.01% | 2467 |
|
|
2019
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 2464 |
|
|
2018
Q4 | $1K | Buy |
36
+12
| +50% | +$501 | ﹤0.01% | 1994 |
|
|
2018
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 1752 |
|
|
2018
Q2 | $1K | Buy |
+24
| New | +$916 | ﹤0.01% | 1600 |
|
|
2016
Q2 | – | Sell |
-128
| Closed | -$3K | – | 859 |
|
|
2016
Q1 | $3K | Sell |
128
-328
| -72% | -$7.22K | ﹤0.01% | 657 |
|
|
2015
Q4 | $10K | Sell |
456
-404
| -47% | -$9.21K | ﹤0.01% | 472 |
|
|
2015
Q3 | $20K | Buy |
+860
| New | +$21.6K | ﹤0.01% | 370 |
|
|
2015
Q2 | – | Sell |
-256,352
| Closed | -$6.43M | – | 197 |
|
|
2015
Q1 | $6.43M | Buy |
256,352
+82,468
| +47% | +$1.96M | 0.65% | 57 |
|
|
2014
Q4 | $4.02M | Buy |
+173,884
| New | +$3.98M | 0.49% | 75 |
|
Other funds holding TECH
MC
Carson Wealth (CWM LLC)'s TECH Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Bio-Techne (TECH) stake by 8.5% in Q1 2026, buying an estimated $59.2K and bringing the position to 12,591 shares worth $658K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.
Carson Wealth (CWM LLC) first reported a position in TECH in Q4 2014 and has held it in 36 quarters since. The position peaked at $6.43M in Q1 2015. 585 funds tracked by Wall St. Rank hold TECH as of Q1 2026.
- Carson Wealth (CWM LLC) held 12,591 shares of Bio-Techne worth $658K as of Q1 2026.
- Carson Wealth (CWM LLC) bought 987 Bio-Techne shares in Q1 2026, an estimated $59.2K.
- Bio-Techne made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1821 holding.
- Carson Wealth (CWM LLC) first reported a position in Bio-Techne in Q4 2014 and has held it in 36 quarters since.
- Carson Wealth (CWM LLC)'s Bio-Techne position peaked at $6.43M in Q1 2015.
- 585 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.