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Optimize Financial’s Bio-Rad Laboratories Class A BIO Stock Holding History

Optimize Financial’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
2026
Q1 		– Sell
-1,458
Closed -$442K – 318
2025
Q4 		$442K Buy
1,458
+20
+1% +$6.24K 0.22% 182
2025
Q3 		$403K Buy
+1,438
New +$391K 0.21% 210

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Optimize Financial's BIO Position: Q1 2026 in Review

Optimize Financial sold out of Bio-Rad Laboratories Class A (BIO) in Q1 2026, closing a stake of 1,458 shares — an estimated $442K sold.

Optimize Financial first reported a position in BIO in Q3 2025 and held it in 2 quarters. The position peaked at $442K in Q4 2025. 391 funds tracked by Wall St. Rank hold BIO as of Q1 2026.

  • Optimize Financial reported no remaining Bio-Rad Laboratories Class A position as of Q1 2026 after selling out during the quarter.
  • Optimize Financial sold 1,458 Bio-Rad Laboratories Class A shares in Q1 2026, an estimated $442K.
  • Optimize Financial first reported a position in Bio-Rad Laboratories Class A in Q3 2025 and held it in 2 quarters.
  • Optimize Financial's Bio-Rad Laboratories Class A position peaked at $442K in Q4 2025.
  • 391 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.