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Mowery & Schoenfeld Wealth Management’s Bio-Techne TECH Stock Holding History

Mowery & Schoenfeld 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
Q1 		– Sell
-16
Closed -$941 – 474
2025
Q4 		$941 Buy
+16
New +$972 ﹤0.01% 452
2025
Q3 		– Sell
-200
Closed -$10.3K – 401
2025
Q2 		$10.3K Hold
200
– – 0.02% 216
2025
Q1 		$11.7K Hold
200
– – 0.02% 255
2024
Q4 		$14.4K Hold
200
– – 0.03% 195
2024
Q3 		$16K Buy
+200
New +$15K 0.03% 157

Other funds holding TECH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's TECH Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Bio-Techne (TECH) in Q1 2026, closing a stake of 16 shares — an estimated $941 sold.

Mowery & Schoenfeld Wealth Management first reported a position in TECH in Q3 2024 and held it in 5 quarters. The position peaked at $16K in Q3 2024. 585 funds tracked by Wall St. Rank hold TECH as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Bio-Techne position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 16 Bio-Techne shares in Q1 2026, an estimated $941.
  • Mowery & Schoenfeld Wealth Management first reported a position in Bio-Techne in Q3 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Bio-Techne position peaked at $16K in Q3 2024.
  • 585 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.