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EWA
EverSource Wealth Advisors’s
Bio-Rad Laboratories Class A
BIO
Stock Holding History
EverSource Wealth 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
$25.6K
Sell
92
-4
-4%
-$1.15K
﹤0.01%
2355
2025
Q4
$29.1K
Buy
96
+7
+8%
+$2.18K
﹤0.01%
2134
2025
Q3
$25K
Buy
89
+23
+35%
+$6.26K
﹤0.01%
2197
2025
Q2
$15.9K
Buy
66
+55
+500%
+$13K
﹤0.01%
2472
2025
Q1
$2.68K
Sell
11
-32
-74%
-$9.63K
﹤0.01%
2793
2024
Q4
$14.1K
Buy
43
+10
+30%
+$3.39K
﹤0.01%
1822
2024
Q3
$11K
Buy
33
+7
+27%
+$2.22K
﹤0.01%
1808
2024
Q2
$8.8K
Buy
26
+4
+18%
+$1.16K
﹤0.01%
1920
2024
Q1
$5.93K
Buy
22
+3
+16%
+$987
﹤0.01%
1964
2023
Q4
$6.13K
Sell
19
-9
-32%
-$2.82K
﹤0.01%
1774
2023
Q3
$10K
Sell
28
-12
-30%
-$4.63K
﹤0.01%
1422
2023
Q2
$15.2K
Buy
40
+13
+48%
+$5.29K
﹤0.01%
1259
2023
Q1
$12.9K
Buy
27
+15
+125%
+$7.02K
﹤0.01%
1262
2022
Q4
$5.05K
Buy
12
+8
+200%
+$3.23K
﹤0.01%
1593
2022
Q3
$2K
Sell
4
-2
-33%
-$997
﹤0.01%
1631
2022
Q2
$3K
Buy
6
+3
+100%
+$1.56K
﹤0.01%
1380
2022
Q1
$2K
Sell
3
-11
-79%
-$6.63K
﹤0.01%
1494
2021
Q4
$11K
Buy
+14
New
+$10.5K
﹤0.01%
916
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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