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

Root Financial Partners’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 		– Sell
-77
Closed -$21.5K – 750
2026
Q1 		$21.5K Buy
77
+8
+12% +$2.3K ﹤0.01% 1293
2025
Q4 		$20.9K Buy
69
+13
+23% +$4.06K ﹤0.01% 1169
2025
Q3 		$15.7K Buy
+56
New +$15.2K ﹤0.01% 1235

Other funds holding BIO

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
SGH
Sivik Global Healthcare Greenwich, Connecticut $132M AUM 24.1% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
FISPB
Fideuram - Intesa Sanpaolo Private Banking Turin $3.33B AUM

Root Financial Partners's BIO Position: Q2 2026 in Review

Root Financial Partners sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2026, closing a stake of 77 shares — an estimated $21.5K sold.

Root Financial Partners first reported a position in BIO in Q3 2025 and held it in 3 quarters. The position peaked at $21.5K in Q1 2026. 104 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

  • Root Financial Partners reported no remaining Bio-Rad Laboratories Class A position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 77 Bio-Rad Laboratories Class A shares in Q2 2026, an estimated $21.5K.
  • Root Financial Partners first reported a position in Bio-Rad Laboratories Class A in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Bio-Rad Laboratories Class A position peaked at $21.5K in Q1 2026.
  • 104 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.