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Mowery & Schoenfeld Wealth Management’s Bio-Rad Laboratories Class A BIO Stock Holding History

Mowery & Schoenfeld Wealth Management’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 		– Sell
-4
Closed -$1.31K – 473
2024
Q4 		$1.31K Buy
+4
New +$1.36K ﹤0.01% 434

Other funds holding BIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $60.8B AUM 26.63% 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 $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's BIO Position: Q1 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2025, closing a stake of 4 shares — an estimated $1.31K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BIO in Q4 2024 and held it in 1 quarter. The position peaked at $1.31K in Q4 2024. 436 funds tracked by Wall St. Rank hold BIO as of Q1 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining Bio-Rad Laboratories Class A position as of Q1 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 4 Bio-Rad Laboratories Class A shares in Q1 2025, an estimated $1.31K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's Bio-Rad Laboratories Class A position peaked at $1.31K in Q4 2024.
  • 436 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2025, filed 5 May 2025.