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Morningstar Investment Services’s Bio-Rad Laboratories Class A BIO Stock Holding History

Morningstar Investment Services’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
Q1 		$539K Sell
2,213
-1,351
-38% -$406K 0.1% 117
2024
Q4 		$1.17M Buy
+3,564
New +$1.21M 0.11% 111

Other funds holding BIO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morningstar Investment Services's BIO Position: Q1 2025 in Review

Morningstar Investment Services reduced its Bio-Rad Laboratories Class A (BIO) stake by 38% in Q1 2025, selling an estimated $406K and leaving 2,213 shares worth $539K. The position accounts for 0.1% of the portfolio, ranked #117.

Morningstar Investment Services first reported a position in BIO in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2024. 436 funds tracked by Wall St. Rank hold BIO as of Q1 2025.

  • Morningstar Investment Services held 2,213 shares of Bio-Rad Laboratories Class A worth $539K as of Q1 2025.
  • Morningstar Investment Services sold 1,351 Bio-Rad Laboratories Class A shares in Q1 2025, an estimated $406K.
  • Bio-Rad Laboratories Class A made up 0.1% of Morningstar Investment Services's portfolio in Q1 2025, its #117 holding.
  • Morningstar Investment Services first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and has held it in 2 quarters since.
  • Morningstar Investment Services's Bio-Rad Laboratories Class A position peaked at $1.17M in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.