Insight Wealth Strategies’s Bio-Rad Laboratories Class A BIO Stock Holding History

Insight Wealth Strategies’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 Q3	$289K	Sell	766 -61	-7%	-$21.3K	0.03%	165
2026 Q2	$246K	Sell	827 -12	-1%	-$3.4K	0.02%	170
2026 Q1	$234K	Hold	839	–	–	0.03%	168
2025 Q4	$254K	Sell	839 -67	-7%	-$20.9K	0.03%	160
2025 Q3	$254K	Hold	906	–	–	0.03%	160
2025 Q2	$225K	Hold	906	–	–	0.03%	160
2025 Q1	$221K	Hold	906	–	–	0.03%	149
2024 Q4	$298K	Hold	906	–	–	0.04%	137
2024 Q3	$303K	Hold	906	–	–	0.04%	142
2024 Q2	$247K	Hold	906	–	–	0.04%	149
2024 Q1	$313K	Buy	+906	New	+$298K	0.05%	145

Other funds holding BIO

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

SGH

Sivik Global Healthcare Greenwich, Connecticut $175M AUM 28.78% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PFGIA

Patriot Financial Group Insurance Agency Westborough, Massachusetts $1.05B AUM 21.28% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.73B AUM 18.92% 1-Year Est. Return

Insight Wealth Strategies's BIO Position: Q3 2026 in Review

Insight Wealth Strategies reduced its Bio-Rad Laboratories Class A (BIO) stake by 7.4% in Q3 2026, selling an estimated $21.3K and leaving 766 shares worth $289K. The position accounts for 0.03% of the portfolio, ranked #165.

Insight Wealth Strategies first reported a position in BIO in Q1 2024 and has held it in 11 quarters since. The position peaked at $313K in Q1 2024. 28 funds tracked by Wall St. Rank hold BIO as of Q3 2026.

Insight Wealth Strategies held 766 shares of Bio-Rad Laboratories Class A worth $289K as of Q3 2026.
Insight Wealth Strategies sold 61 Bio-Rad Laboratories Class A shares in Q3 2026, an estimated $21.3K.
Bio-Rad Laboratories Class A made up 0.03% of Insight Wealth Strategies's portfolio in Q3 2026, its #165 holding.
Insight Wealth Strategies first reported a position in Bio-Rad Laboratories Class A in Q1 2024 and has held it in 11 quarters since.
Insight Wealth Strategies's Bio-Rad Laboratories Class A position peaked at $313K in Q1 2024.
28 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2026.

Based on Insight Wealth Strategies's 13F filing for Q3 2026, filed 9 Oct 2026.