Center for Financial Planning’s BioLife Solutions BLFS Stock Holding History

Center for Financial Planning’s Portfolio BLFS Stock Details BLFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,714	Closed	-$36.9K	–	665
2025 Q2	$36.9K	Hold	1,714	–	–	﹤0.01%	324
2025 Q1	$39.1K	Hold	1,714	–	–	0.01%	305
2024 Q4	$44.5K	Hold	1,714	–	–	0.01%	282
2024 Q3	$42.9K	Hold	1,714	–	–	0.01%	273
2024 Q2	$36.7K	Hold	1,714	–	–	0.01%	274
2024 Q1	$31.8K	Hold	1,714	–	–	﹤0.01%	287
2023 Q4	$27.9K	Buy	1,714 +374	+28%	+$4.77K	0.01%	281
2023 Q3	$18.5K	Hold	1,340	–	–	﹤0.01%	306
2023 Q2	$29.6K	Hold	1,340	–	–	0.01%	287
2023 Q1	$29.1K	Hold	1,340	–	–	0.01%	270
2022 Q4	$24.4K	Hold	1,340	–	–	0.01%	280
2022 Q3	$30K	Hold	1,340	–	–	0.01%	257
2022 Q2	$19K	Hold	1,340	–	–	﹤0.01%	294
2022 Q1	$30K	Hold	1,340	–	–	0.01%	271
2021 Q4	$50K	Hold	1,340	–	–	0.01%	227
2021 Q3	$57K	Buy	+1,340	New	+$64.5K	0.01%	209

Other funds holding BLFS

Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Center for Financial Planning's BLFS Position: Q3 2025 in Review

Center for Financial Planning sold out of BioLife Solutions (BLFS) in Q3 2025, closing a stake of 1,714 shares — an estimated $36.9K sold.

Center for Financial Planning first reported a position in BLFS in Q3 2021 and held it in 16 quarters. The position peaked at $57K in Q3 2021. 192 funds tracked by Wall St. Rank hold BLFS as of Q3 2025.

Center for Financial Planning reported no remaining BioLife Solutions position as of Q3 2025 after selling out during the quarter.
Center for Financial Planning sold 1,714 BioLife Solutions shares in Q3 2025, an estimated $36.9K.
Center for Financial Planning first reported a position in BioLife Solutions in Q3 2021 and held it in 16 quarters.
Center for Financial Planning's BioLife Solutions position peaked at $57K in Q3 2021.
192 funds tracked by Wall St. Rank held BioLife Solutions as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.