True Wealth Design’s Bio-Techne TECH Stock Holding History

True Wealth Design’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	$17.4K	Sell	332 -89	-21%	-$5.34K	﹤0.01%	770
2025 Q4	$24.8K	Sell	421 -16	-4%	-$972	0.01%	535
2025 Q3	$24.3K	Buy	437 +262	+150%	+$14K	0.01%	540
2025 Q2	$9K	Buy	175 +142	+430%	+$7.13K	﹤0.01%	619
2025 Q1	$1.94K	Buy	33 +25	+313%	+$1.69K	﹤0.01%	1020
2024 Q4	$577	Buy	8 +1	+14%	+$73	﹤0.01%	1064
2024 Q3	$560	Buy	7 +2	+40%	+$150	﹤0.01%	1083
2024 Q2	$359	Hold	5	–	–	﹤0.01%	696
2024 Q1	$352	Buy	5 +2	+67%	+$143	﹤0.01%	687
2023 Q4	$232	Hold	3	–	–	﹤0.01%	658
2023 Q3	$205	Hold	3	–	–	﹤0.01%	633
2023 Q2	$245	Hold	3	–	–	﹤0.01%	622
2023 Q1	$223	Hold	3	–	–	﹤0.01%	714
2022 Q4	$249	Buy	+3	New	+$238	﹤0.01%	622

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