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Whipplewood Advisors’s Bio-Rad Laboratories Class A BIO Stock Holding History

Whipplewood 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
Q2 		– Sell
-8
Closed -$2.23K – 682
2026
Q1 		$2.23K Buy
+8
New +$2.3K ﹤0.01% 757
2025
Q3 		– Sell
-12
Closed -$2.9K – 396
2025
Q2 		$2.9K Buy
12
+6
+100% +$1.42K ﹤0.01% 806
2025
Q1 		$3.9K Sell
6
-10
-63% -$3.01K ﹤0.01% 751
2024
Q4 		$5.26K Buy
+16
New +$5.43K ﹤0.01% 692

Other funds holding BIO

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Whipplewood Advisors's BIO Position: Q2 2026 in Review

Whipplewood Advisors sold out of Bio-Rad Laboratories Class A (BIO) in Q2 2026, closing a stake of 8 shares — an estimated $2.23K sold.

Whipplewood Advisors first reported a position in BIO in Q4 2024 and held it in 4 quarters. The position peaked at $5.26K in Q4 2024. 397 funds tracked by Wall St. Rank hold BIO as of Q2 2026.

  • Whipplewood Advisors reported no remaining Bio-Rad Laboratories Class A position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 8 Bio-Rad Laboratories Class A shares in Q2 2026, an estimated $2.23K.
  • Whipplewood Advisors first reported a position in Bio-Rad Laboratories Class A in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Bio-Rad Laboratories Class A position peaked at $5.26K in Q4 2024.
  • 397 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.