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Valeo Financial Advisors’s Bio-Techne TECH Stock Holding History

Valeo Financial 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
Q1 		– Sell
-4,238
Closed -$249K – 881
2025
Q4 		$249K Buy
4,238
+78
+2% +$4.74K 0.01% 681
2025
Q3 		$231K Buy
4,160
+80
+2% +$4.29K 0.01% 704
2025
Q2 		$210K Buy
+4,080
New +$205K 0.01% 696
2023
Q1 		– Sell
-3,083
Closed -$256K – 675
2022
Q4 		$256K Buy
+3,083
New +$245K 0.01% 423
2021
Q2 		– Sell
-13,012
Closed -$1.24M – 1686
2021
Q1 		$1.24M Buy
13,012
+300
+2% +$27.4K 0.06% 162
2020
Q4 		$1.01M Buy
+12,712
New +$921K 0.05% 160
2020
Q3 		– Sell
-88
Closed -$6K – 2103
2020
Q2 		$6K Buy
88
+36
+69% +$2.16K ﹤0.01% 1475
2020
Q1 		$3K Hold
52
– – ﹤0.01% 1453
2019
Q4 		$3K Hold
52
– – ﹤0.01% 1412
2019
Q3 		$3K Hold
52
– – ﹤0.01% 1334
2019
Q2 		$3K Hold
52
– – ﹤0.01% 1351
2019
Q1 		$3K Hold
52
– – ﹤0.01% 1303
2018
Q4 		$2K Hold
52
– – ﹤0.01% 1323
2018
Q3 		$2K Hold
52
– – ﹤0.01% 1515
2018
Q2 		$2K Hold
52
– – ﹤0.01% 1383
2018
Q1 		$2K Hold
52
– – ﹤0.01% 1360
2017
Q4 		$2K Hold
52
– – ﹤0.01% 1215
2017
Q3 		$2K Buy
+52
New +$1.54K ﹤0.01% 1044

Other funds holding TECH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $11.3B AUM 76.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Valeo Financial Advisors's TECH Position: Q1 2026 in Review

Valeo Financial Advisors sold out of Bio-Techne (TECH) in Q1 2026, closing a stake of 4,238 shares — an estimated $249K sold.

Valeo Financial Advisors first reported a position in TECH in Q3 2017 and held it in 18 quarters. The position peaked at $1.24M in Q1 2021. 585 funds tracked by Wall St. Rank hold TECH as of Q1 2026.

  • Valeo Financial Advisors reported no remaining Bio-Techne position as of Q1 2026 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,238 Bio-Techne shares in Q1 2026, an estimated $249K.
  • Valeo Financial Advisors first reported a position in Bio-Techne in Q3 2017 and held it in 18 quarters.
  • Valeo Financial Advisors's Bio-Techne position peaked at $1.24M in Q1 2021.
  • 585 funds tracked by Wall St. Rank held Bio-Techne as of Q1 2026.

Based on Valeo Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.