IFWM
TECH icon

Institute for Wealth Management’s Bio-Techne TECH Stock Holding History

Institute for Wealth Management’s Portfolio TECH Stock Details TECH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$60.8K Buy
+860
New +$46.4K 0.01% 819
2022
Q2 		– Sell
-1,916
Closed -$207K – 557
2022
Q1 		$207K Buy
1,916
+12
+0.6% +$1.24K 0.03% 506
2021
Q4 		$246K Sell
1,904
-12
-0.6% -$1.47K 0.04% 421
2021
Q3 		$232K Hold
1,916
– – 0.04% 434
2021
Q2 		$216K Buy
+1,916
New +$202K 0.04% 448

Other funds holding TECH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Institute for Wealth Management's TECH Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Bio-Techne (TECH) in Q2 2026: 860 shares worth $60.8K. The stake represents 0.01% of the portfolio and ranks #819 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in TECH as recently as Q1 2022.

Institute for Wealth Management first reported a position in TECH in Q2 2021 and has held it in 5 quarters since. The position peaked at $246K in Q4 2021. 597 funds tracked by Wall St. Rank hold TECH as of Q2 2026.

  • Institute for Wealth Management held 860 shares of Bio-Techne worth $60.8K as of Q2 2026.
  • Bio-Techne was a new Institute for Wealth Management position in Q2 2026.
  • Bio-Techne made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #819 holding.
  • Institute for Wealth Management first reported a position in Bio-Techne in Q2 2021 and has held it in 5 quarters since.
  • Institute for Wealth Management's Bio-Techne position peaked at $246K in Q4 2021.
  • 597 funds tracked by Wall St. Rank held Bio-Techne as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.