Pinnacle Wealth Planning Services’s Bio-Rad Laboratories Class A BIO Stock Holding History

Pinnacle Wealth Planning 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
2026 Q2	$19.7K	Sell	67 -16	-19%	-$4.54K	﹤0.01%	1791
2026 Q1	$23.1K	Sell	83 -7	-8%	-$2.02K	﹤0.01%	1621
2025 Q4	$27.3K	Buy	+90	New	+$28.1K	﹤0.01%	1566
2021 Q1	–	Sell	-175	Closed	-$102K	–	541
2020 Q4	$102K	Buy	+175	New	+$99.7K	0.02%	459

Other funds holding BIO

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Pinnacle Wealth Planning Services's BIO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Bio-Rad Laboratories Class A (BIO) stake by 19% in Q2 2026, selling an estimated $4.54K and leaving 67 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1791.

Pinnacle Wealth Planning Services first reported a position in BIO in Q4 2020 and has held it in 4 quarters since. The position peaked at $102K in Q4 2020. 399 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

Pinnacle Wealth Planning Services held 67 shares of Bio-Rad Laboratories Class A worth $19.7K as of Q2 2026.
Pinnacle Wealth Planning Services sold 16 Bio-Rad Laboratories Class A shares in Q2 2026, an estimated $4.54K.
Bio-Rad Laboratories Class A made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1791 holding.
Pinnacle Wealth Planning Services first reported a position in Bio-Rad Laboratories Class A in Q4 2020 and has held it in 4 quarters since.
Pinnacle Wealth Planning Services's Bio-Rad Laboratories Class A position peaked at $102K in Q4 2020.
399 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.