SOA Wealth Advisors’s Bio-Techne TECH Stock Holding History

SOA Wealth Advisors’s Portfolio TECH Stock Details TECH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$76.7K	Hold	1,468	–	–	0.01%	298
2025 Q4	$86.3K	Hold	1,468	–	–	0.01%	295
2025 Q3	$81.7K	Hold	1,468	–	–	0.01%	309
2025 Q2	$75.5K	Hold	1,468	–	–	0.01%	307
2025 Q1	$86.1K	Hold	1,468	–	–	0.02%	275
2024 Q4	$106K	Hold	1,468	–	–	0.02%	244
2024 Q3	$117K	Hold	1,468	–	–	0.02%	237
2024 Q2	$105K	Hold	1,468	–	–	0.02%	243
2024 Q1	$103K	Hold	1,468	–	–	0.02%	241
2023 Q4	$113K	Hold	1,468	–	–	0.03%	220
2023 Q3	$99.9K	Hold	1,468	–	–	0.02%	226
2023 Q2	$120K	Hold	1,468	–	–	0.03%	218
2023 Q1	$109K	Hold	1,468	–	–	0.03%	219
2022 Q4	$122K	Hold	1,468	–	–	0.03%	203
2022 Q3	$104K	Hold	1,468	–	–	0.03%	198
2022 Q2	$127K	Hold	1,468	–	–	0.04%	185
2022 Q1	$158K	Hold	1,468	–	–	0.04%	188
2021 Q4	$186K	Hold	1,468	–	–	0.05%	167
2021 Q3	$177K	Hold	1,468	–	–	0.05%	164
2021 Q2	$165K	Hold	1,468	–	–	0.04%	173
2021 Q1	$140K	Hold	1,468	–	–	0.04%	163
2020 Q4	$143K	Buy	+1,468	New	+$106K	0.04%	158

Other funds holding TECH

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.6B AUM 48.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return