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Principia Wealth Advisory’s Bio-Rad Laboratories Class A BIO Stock Holding History

Principia Wealth Advisory’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
Q2 		– Sell
-2
Closed -$498 – 953
2025
Q1 		$498 Buy
2
+1
+100% +$301 ﹤0.01% 570
2024
Q4 		$329 Buy
+1
New +$339 ﹤0.01% 659

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.56B AUM 3.46% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Principia Wealth Advisory's BIO Position: Q2 2025 in Review

Principia Wealth Advisory sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2025, closing a stake of 2 shares — an estimated $498 sold.

Principia Wealth Advisory first reported a position in BIO in Q4 2024 and held it in 2 quarters. The position peaked at $498 in Q1 2025. 384 funds tracked by Wall St. Rank hold BIO as of Q2 2025.

  • Principia Wealth Advisory reported no remaining Bio-Rad Laboratories Class A position as of Q2 2025 after selling out during the quarter.
  • Principia Wealth Advisory sold 2 Bio-Rad Laboratories Class A shares in Q2 2025, an estimated $498.
  • Principia Wealth Advisory first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and held it in 2 quarters.
  • Principia Wealth Advisory's Bio-Rad Laboratories Class A position peaked at $498 in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2025.

Based on Principia Wealth Advisory's 13F filing for Q2 2025, filed 14 Aug 2025.