UCFA
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United Capital Financial Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

United Capital Financial 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
Q1 		$236K Buy
+846
New +$244K ﹤0.01% 1481
2025
Q1 		– Sell
-611
Closed -$201K – 1068
2024
Q4 		$201K Buy
+611
New +$207K ﹤0.01% 1024
2024
Q2 		– Sell
-614
Closed -$212K – 1043
2024
Q1 		$212K Buy
+614
New +$202K ﹤0.01% 1006
2023
Q2 		– Sell
-419
Closed -$201K – 901
2023
Q1 		$201K Buy
+419
New +$196K ﹤0.01% 929
2019
Q4 		– Sell
-42
Closed -$14K – 1375
2019
Q3 		$14K Buy
+42
New +$13.7K ﹤0.01% 1291
2019
Q1 		– Sell
-1,231
Closed -$286K – 1354
2018
Q4 		$286K Buy
+1,231
New +$330K ﹤0.01% 1075

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return