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CM Wealth Advisors’s BioLife Solutions BLFS Stock Holding History

CM Wealth Advisors’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
2026
Q2 		$400K Buy
+14,165
New +$331K 0.07% 114
2023
Q2 		– Sell
-30,993
Closed -$557K – 195
2023
Q1 		$557K Buy
+30,993
New +$697K 0.11% 238

Other funds holding BLFS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CM Wealth Advisors's BLFS Position: Q2 2026 in Review

CM Wealth Advisors opened a new position in BioLife Solutions (BLFS) in Q2 2026: 14,165 shares worth $400K. The stake represents 0.07% of the portfolio and ranks #114 among its holdings. This is a return to the name: CM Wealth Advisors previously reported a position in BLFS as recently as Q1 2023.

CM Wealth Advisors first reported a position in BLFS in Q1 2023 and has held it in 2 quarters since. The position peaked at $557K in Q1 2023. 217 funds tracked by Wall St. Rank hold BLFS as of Q2 2026.

  • CM Wealth Advisors held 14,165 shares of BioLife Solutions worth $400K as of Q2 2026.
  • BioLife Solutions was a new CM Wealth Advisors position in Q2 2026.
  • BioLife Solutions made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • CM Wealth Advisors first reported a position in BioLife Solutions in Q1 2023 and has held it in 2 quarters since.
  • CM Wealth Advisors's BioLife Solutions position peaked at $557K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held BioLife Solutions as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.