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GoalVest Advisory’s Bio-Rad Laboratories Class A BIO Stock Holding History

GoalVest Advisory’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
-64
Closed -$19.4K – 460
2025
Q4 		$19.4K Buy
+64
New +$20K ﹤0.01% 361
2022
Q2 		– Sell
-1
Closed -$1K – 326
2022
Q1 		$1K Buy
+1
New +$603 ﹤0.01% 311

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 $3.38T AUM 44.17% 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

GoalVest Advisory's BIO Position: Q1 2026 in Review

GoalVest Advisory sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2026, closing a stake of 64 shares — an estimated $19.4K sold.

GoalVest Advisory first reported a position in BIO in Q1 2022 and held it in 2 quarters. The position peaked at $19.4K in Q4 2025. 395 funds tracked by Wall St. Rank hold BIO as of Q1 2026.

  • GoalVest Advisory reported no remaining Bio-Rad Laboratories Class A position as of Q1 2026 after selling out during the quarter.
  • GoalVest Advisory sold 64 Bio-Rad Laboratories Class A shares in Q1 2026, an estimated $19.4K.
  • GoalVest Advisory first reported a position in Bio-Rad Laboratories Class A in Q1 2022 and held it in 2 quarters.
  • GoalVest Advisory's Bio-Rad Laboratories Class A position peaked at $19.4K in Q4 2025.
  • 395 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.