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Venturi Wealth Management’s Bio-Techne TECH Stock Holding History

Venturi Wealth Management’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 		– Sell
-8,091
Closed -$423K – 679
2026
Q1 		$423K Sell
8,091
-1,265
-14% -$75.9K 0.02% 386
2025
Q4 		$550K Buy
9,356
+1,384
+17% +$84.1K 0.02% 318
2025
Q3 		$443K Buy
+7,972
New +$427K 0.02% 362
2025
Q1 		– Sell
-1,376
Closed -$99.1K – 1693
2024
Q4 		$99.1K Buy
1,376
+429
+45% +$31.5K ﹤0.01% 783
2024
Q3 		$75.7K Buy
947
+348
+58% +$26.1K ﹤0.01% 646
2024
Q2 		$42.9K Buy
599
+433
+261% +$31.9K ﹤0.01% 714
2024
Q1 		$11.7K Sell
166
-145
-47% -$10.4K ﹤0.01% 890
2023
Q4 		$24K Buy
311
+150
+93% +$9.88K ﹤0.01% 649
2023
Q3 		$11K Sell
161
-2
-1% -$158 ﹤0.01% 787
2023
Q2 		$13.3K Sell
163
-17
-9% -$1.37K ﹤0.01% 616
2023
Q1 		$13.4K Buy
+180
New +$13.9K ﹤0.01% 673
2021
Q2 		– Sell
-2,844
Closed -$272K – 338
2021
Q1 		$272K Buy
2,844
+140
+5% +$12.8K 0.03% 272
2020
Q4 		$215K Sell
2,704
-716
-21% -$51.9K 0.02% 283
2020
Q3 		$212K Buy
+3,420
New +$222K 0.02% 268

Other funds holding TECH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Venturi Wealth Management's TECH Position: Q2 2026 in Review

Venturi Wealth Management sold out of Bio-Techne (TECH) in Q2 2026, closing a stake of 8,091 shares — an estimated $423K sold.

Venturi Wealth Management first reported a position in TECH in Q3 2020 and held it in 14 quarters. The position peaked at $550K in Q4 2025. 596 funds tracked by Wall St. Rank hold TECH as of Q2 2026.

  • Venturi Wealth Management reported no remaining Bio-Techne position as of Q2 2026 after selling out during the quarter.
  • Venturi Wealth Management sold 8,091 Bio-Techne shares in Q2 2026, an estimated $423K.
  • Venturi Wealth Management first reported a position in Bio-Techne in Q3 2020 and held it in 14 quarters.
  • Venturi Wealth Management's Bio-Techne position peaked at $550K in Q4 2025.
  • 596 funds tracked by Wall St. Rank held Bio-Techne as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.