Artisan Mid Cap Value Fund Sold Bio-Rad Laboratories (BIO) in Q4

20 hours ago 1

Soumya Eswaran

Wed, April 1, 2026 astatine 10:00 AM CDT 3 min read

Artisan Partners, an concern absorption company, released its fourth-quarter 2025 capitalist missive for “Artisan Mid Cap Value Fund”. A transcript of the missive tin be downloaded here. The Fund seeks to put successful undervalued companies with coagulated fiscal wellness and compelling concern economics. US equities continued to beforehand successful the 4th fourth of 2025, contempt volatility. At the commencement of the quarter, a authorities shutdown unsettled investors and delayed cardinal economical data, raising questions astir the Federal Reserve’s easing timeline. However, arsenic the 4th progressed, hazard appetite increased, and clarity astir monetary argumentation improved, starring the Fed to instrumentality complaint cuts and extremity quantitative tightening. This suggests a continued easing of fiscal conditions into 2026. While AI remained a cardinal focus, markets diversified successful November, with worth and non-AI stocks leading. This could bespeak a displacement successful marketplace enactment moving forward. Mid-cap stocks lagged ample caps successful Q4, peculiarly connected the maturation side, arsenic the Russell Midcap® Growth Index declined 3.7% portion mid-cap worth posted a humble summation and outperformed the maturation scale for the 4th and afloat year. In the quarter, the fund’s Investor Class money ARTQX returned 1.53%, Advisor Class money APDQX posted a instrumentality of 1.54%, and Institutional Class money APHQX returned 1.63%, compared to a 1.42% instrumentality for the Russell Midcap Value Index. Please reappraisal the Fund’s apical 5 holdings to summation insights into their cardinal selections for 2025.

In its fourth-quarter 2025 capitalist letter, Artisan Mid Cap Value Fund highlighted Bio-Rad Laboratories, Inc. (NYSE:BIO). Bio-Rad Laboratories, Inc. (NYSE:BIO) is an American shaper of beingness subject probe and objective diagnostic products. On March 31, 2026, Bio-Rad Laboratories, Inc. (NYSE:BIO) banal closed astatine $278.75 per share. One-month instrumentality of Bio-Rad Laboratories, Inc. (NYSE:BIO) was -2.08%, and its shares gained 13.53% implicit the past 52 weeks. Bio-Rad Laboratories, Inc. (NYSE:BIO) has a marketplace capitalization of $7.527 billion.

Artisan Mid Cap Value Fund stated the pursuing regarding Bio-Rad Laboratories, Inc. (NYSE:BIO) successful its 4th fourth 2025 capitalist letter:

"Q4 income included WaFd, LKQ, and Bio-Rad Laboratories, Inc. (NYSE:BIO), a shaper and distributer of beingness subject probe and objective diagnostics products. We besides proceed to admit BIO’s business, but we person go progressively acrophobic astir the CEO’s mixed messaging connected superior allocation, peculiarly his involvement successful ample M&A. We utilized the funds from the BIO merchantability to acquisition Revvity."

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