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Gitterman Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Gitterman Wealth 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
2025
Q3 		– Sell
-664
Closed -$160K – 152
2025
Q2 		$160K Buy
+664
New +$157K 0.04% 187
2025
Q1 		– Sell
-621
Closed -$204K – 138
2024
Q4 		$204K Buy
+621
New +$211K 0.09% 119

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Gitterman Wealth Management's BIO Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2025, closing a stake of 664 shares — an estimated $160K sold.

Gitterman Wealth Management first reported a position in BIO in Q4 2024 and held it in 2 quarters. The position peaked at $204K in Q4 2024. 396 funds tracked by Wall St. Rank hold BIO as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 664 Bio-Rad Laboratories Class A shares in Q3 2025, an estimated $160K.
  • Gitterman Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and held it in 2 quarters.
  • Gitterman Wealth Management's Bio-Rad Laboratories Class A position peaked at $204K in Q4 2024.
  • 396 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.