STA
BIO icon

Summit Trail Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Summit Trail Advisors’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 		$1.42M Buy
4,836
+1,536
+47% +$436K 0.02% 825
2026
Q1 		$920K Buy
3,300
+870
+36% +$251K 0.01% 971
2025
Q4 		$736K Buy
2,430
+397
+20% +$124K 0.01% 961
2025
Q3 		$570K Buy
2,033
+32
+2% +$8.71K 0.01% 1040
2025
Q2 		$483K Buy
+2,001
New +$473K 0.01% 746

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Summit Trail Advisors's BIO Position: Q2 2026 in Review

Summit Trail Advisors increased its Bio-Rad Laboratories Class A (BIO) stake by 47% in Q2 2026, buying an estimated $436K and bringing the position to 4,836 shares worth $1.42M. The position accounts for 0.02% of the portfolio, ranked #825.

Summit Trail Advisors first reported a position in BIO in Q2 2025 and has held it in 5 quarters since. 399 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

  • Summit Trail Advisors held 4,836 shares of Bio-Rad Laboratories Class A worth $1.42M as of Q2 2026.
  • Summit Trail Advisors bought 1,536 Bio-Rad Laboratories Class A shares in Q2 2026, an estimated $436K.
  • Bio-Rad Laboratories Class A made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #825 holding.
  • Summit Trail Advisors first reported a position in Bio-Rad Laboratories Class A in Q2 2025 and has held it in 5 quarters since.
  • 399 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.