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CA
Clearstead Advisors’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
Clearstead Advisors’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
$115K
Buy
411
+408
+13,600%
+$118K
﹤0.01%
1111
2025
Q4
$909
Buy
+3
New
+$936
﹤0.01%
2236
2025
Q2
–
Sell
-3
Closed
-$731
–
2747
2025
Q1
$731
Sell
3
-66
-96%
-$19.9K
﹤0.01%
2027
2024
Q4
$22.7K
Sell
69
-133
-66%
-$45.1K
﹤0.01%
1345
2024
Q3
$67.6K
Hold
202
–
–
﹤0.01%
1134
2024
Q2
$55.2K
Buy
202
+74
+58%
+$21.5K
﹤0.01%
1140
2024
Q1
$36.5K
Buy
128
+18
+16%
+$5.92K
﹤0.01%
836
2023
Q4
$35.5K
Sell
110
-130
-54%
-$40.7K
﹤0.01%
824
2023
Q3
$86K
Buy
240
+53
+28%
+$20.4K
﹤0.01%
768
2023
Q2
$70.9K
Buy
187
+67
+56%
+$27.3K
﹤0.01%
656
2023
Q1
$57.5K
Buy
+120
New
+$56.2K
﹤0.01%
632
2022
Q2
–
Sell
-20
Closed
-$11K
–
1285
2022
Q1
$11K
Buy
+20
New
+$12.1K
﹤0.01%
971
2021
Q3
–
Sell
-3
Closed
-$2K
–
1292
2021
Q2
$2K
Buy
+3
New
+$1.83K
﹤0.01%
1022
2021
Q1
–
Sell
-22
Closed
-$13K
–
1116
2020
Q4
$13K
Hold
22
–
–
﹤0.01%
682
2020
Q3
$11K
Hold
22
–
–
﹤0.01%
650
2020
Q2
$10K
Hold
22
–
–
﹤0.01%
600
2020
Q1
$8K
Buy
+22
New
+$8.09K
﹤0.01%
590
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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