SOAG
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Silver Oak Advisory Group’s Bio-Rad Laboratories Class A BIO Stock Holding History

Silver Oak Advisory Group’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 		$202K Hold
726
– – 0.09% 78
2025
Q4 		$219K Hold
726
– – 0.1% 71
2025
Q3 		$203K Buy
+726
New +$198K 0.09% 77
2025
Q1 		– Sell
-770
Closed -$252K – 66
2024
Q4 		$252K Sell
770
-7
-0.9% -$2.38K 0.13% 53
2024
Q3 		$259K Hold
777
– – 0.13% 56
2024
Q2 		$212K Hold
777
– – 0.12% 61
2024
Q1 		$269K Hold
777
– – 0.15% 56
2023
Q4 		$251K Sell
777
-120
-13% -$37.6K 0.15% 55
2023
Q3 		$321K Hold
897
– – 0.21% 44
2023
Q2 		$340K Hold
897
– – 0.22% 39
2023
Q1 		$429K Buy
+897
New +$420K 0.29% 32

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 $5.7T 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