EWA
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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
Q2 		$8.52K Sell
29
-63
-68% -$17.9K ﹤0.01% 2995
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
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

EverSource Wealth Advisors's BIO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Bio-Rad Laboratories Class A (BIO) stake by 68% in Q2 2026, selling an estimated $17.9K and leaving 29 shares worth $8.52K. The position accounts for ﹤0.01% of the portfolio, ranked #2995.

EverSource Wealth Advisors first reported a position in BIO in Q4 2021 and has held it in 19 quarters since. The position peaked at $29.1K in Q4 2025. 400 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

  • EverSource Wealth Advisors held 29 shares of Bio-Rad Laboratories Class A worth $8.52K as of Q2 2026.
  • EverSource Wealth Advisors sold 63 Bio-Rad Laboratories Class A shares in Q2 2026, an estimated $17.9K.
  • Bio-Rad Laboratories Class A made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2995 holding.
  • EverSource Wealth Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Bio-Rad Laboratories Class A position peaked at $29.1K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.