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Forum Financial Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Forum Financial Management’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 		– Sell
-832
Closed -$252K – 412
2025
Q4 		$252K Buy
832
+83
+11% +$25.9K ﹤0.01% 841
2025
Q3 		$210K Buy
+749
New +$204K ﹤0.01% 945
2022
Q3 		– Sell
-408
Closed -$202K – 551
2022
Q2 		$202K Buy
408
+8
+2% +$4.17K 0.01% 524
2022
Q1 		$225K Hold
400
– – 0.01% 516
2021
Q4 		$302K Buy
+400
New +$299K 0.02% 420

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's BIO Position: Q1 2026 in Review

Forum Financial Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2026, closing a stake of 832 shares — an estimated $252K sold.

Forum Financial Management first reported a position in BIO in Q4 2021 and held it in 5 quarters. The position peaked at $302K in Q4 2021. 393 funds tracked by Wall St. Rank hold BIO as of Q1 2026.

  • Forum Financial Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 832 Bio-Rad Laboratories Class A shares in Q1 2026, an estimated $252K.
  • Forum Financial Management first reported a position in Bio-Rad Laboratories Class A in Q4 2021 and held it in 5 quarters.
  • Forum Financial Management's Bio-Rad Laboratories Class A position peaked at $302K in Q4 2021.
  • 393 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.