Unique Wealth Strategies’s Bio-Rad Laboratories Class A BIO Stock Holding History

Unique Wealth Strategies’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
2025 Q3	–	Sell	-1,907	Closed	-$460K	–	215
2025 Q2	$460K	Buy	1,907 +905	+90%	+$214K	0.19%	161
2025 Q1	$244K	Buy	+1,002	New	+$301K	0.11%	171
2024 Q4	–	Sell	-808	Closed	-$270K	–	194
2024 Q3	$270K	Buy	+808	New	+$257K	0.11%	187

Other funds holding BIO

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VAM

Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Unique Wealth Strategies's BIO Position: Q3 2025 in Review

Unique Wealth Strategies sold out of Bio-Rad Laboratories Class A (BIO) in Q3 2025, closing a stake of 1,907 shares — an estimated $460K sold.

Unique Wealth Strategies first reported a position in BIO in Q3 2024 and held it in 3 quarters. The position peaked at $460K in Q2 2025. 396 funds tracked by Wall St. Rank hold BIO as of Q3 2025.

Unique Wealth Strategies reported no remaining Bio-Rad Laboratories Class A position as of Q3 2025 after selling out during the quarter.
Unique Wealth Strategies sold 1,907 Bio-Rad Laboratories Class A shares in Q3 2025, an estimated $460K.
Unique Wealth Strategies first reported a position in Bio-Rad Laboratories Class A in Q3 2024 and held it in 3 quarters.
Unique Wealth Strategies's Bio-Rad Laboratories Class A position peaked at $460K in Q2 2025.
396 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q3 2025.

Based on Unique Wealth Strategies's 13F filing for Q3 2025, filed 14 Jul 2026.