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Mark Sheptoff Financial Planning’s BioLife Solutions BLFS Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12.9K Hold
600
– – 0.01% 316
2025
Q4 		$14.5K Hold
600
– – 0.01% 311
2025
Q3 		$15.3K Hold
600
– – 0.01% 298
2025
Q2 		$12.9K Sell
600
-200
-25% -$4.51K 0.01% 314
2025
Q1 		$18.3K Sell
800
-500
-38% -$13.2K 0.01% 256
2024
Q4 		$33.7K Buy
1,300
+200
+18% +$4.98K 0.02% 209
2024
Q3 		$27.5K Buy
+1,100
New +$26K 0.01% 220

Other funds holding BLFS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mark Sheptoff Financial Planning's BLFS Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its BioLife Solutions (BLFS) position steady in Q1 2026 at 600 shares worth $12.9K. The position accounts for 0.01% of the portfolio, ranked #316.

Mark Sheptoff Financial Planning first reported a position in BLFS in Q3 2024 and has held it in 7 quarters since. The position peaked at $33.7K in Q4 2024. 187 funds tracked by Wall St. Rank hold BLFS as of Q1 2026.

  • Mark Sheptoff Financial Planning held 600 shares of BioLife Solutions worth $12.9K as of Q1 2026.
  • Mark Sheptoff Financial Planning left its BioLife Solutions share count unchanged in Q1 2026.
  • BioLife Solutions made up 0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #316 holding.
  • Mark Sheptoff Financial Planning first reported a position in BioLife Solutions in Q3 2024 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's BioLife Solutions position peaked at $33.7K in Q4 2024.
  • 187 funds tracked by Wall St. Rank held BioLife Solutions as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.