Summit Trail Advisors’s Bio-Techne TECH Stock Holding History

Summit Trail 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 Q2	$1.61M	Sell	22,807 -12,195	-35%	-$659K	0.02%	749
2026 Q1	$1.83M	Buy	35,002 +475	+1%	+$28.5K	0.03%	596
2025 Q4	$2.03M	Sell	34,527 -2,078	-6%	-$126K	0.04%	393
2025 Q3	$2.04M	Buy	36,605 +16,129	+79%	+$864K	0.03%	437
2025 Q2	$1.05M	Buy	20,476 +16,174	+376%	+$813K	0.02%	457
2025 Q1	$252K	Sell	4,302 -172	-4%	-$11.7K	0.01%	349
2024 Q4	$322K	Buy	+4,474	New	+$329K	0.01%	279
2018 Q4	–	Sell	-2,720	Closed	-$139K	–	212
2018 Q3	$139K	Buy	2,720 +760	+39%	+$33.7K	0.03%	225
2018 Q2	$72K	Buy	+1,960	New	+$74.8K	0.03%	261
2018 Q1	–	Sell	-2,984	Closed	-$104K	–	1522
2017 Q4	$104K	Buy	+2,984	New	+$94.8K	0.01%	611

Other funds holding TECH

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Summit Trail Advisors reduced its Bio-Techne (TECH) stake by 35% in Q2 2026, selling an estimated $659K and leaving 22,807 shares worth $1.61M. The position accounts for 0.02% of the portfolio, ranked #749.

Summit Trail Advisors first reported a position in TECH in Q4 2017 and has held it in 10 quarters since. The position peaked at $2.04M in Q3 2025. 596 funds tracked by Wall St. Rank hold TECH as of Q2 2026.

Summit Trail Advisors held 22,807 shares of Bio-Techne worth $1.61M as of Q2 2026.
Summit Trail Advisors sold 12,195 Bio-Techne shares in Q2 2026, an estimated $659K.
Bio-Techne made up 0.02% of Summit Trail Advisors's portfolio in Q2 2026, its #749 holding.
Summit Trail Advisors first reported a position in Bio-Techne in Q4 2017 and has held it in 10 quarters since.
Summit Trail Advisors's Bio-Techne position peaked at $2.04M in Q3 2025.
596 funds tracked by Wall St. Rank held Bio-Techne as of Q2 2026.

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