Avion Wealth’s Harvard Bioscience HBIO Stock Holding History

Avion Wealth’s Portfolio HBIO Stock Details HBIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-24	Closed	–	–	1348
2025 Q1	$0	Buy	+24	New	+$307	﹤0.01%	1167

Other funds holding HBIO

AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return

Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

GIM

Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

MIM

Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Avion Wealth's HBIO Position: Q2 2025 in Review

Avion Wealth sold out of Harvard Bioscience (HBIO) in Q2 2025, closing a stake of 24 shares.

Avion Wealth first reported a position in HBIO in Q1 2025 and held it in 1 quarter. The position peaked at $0 in Q1 2025. 68 funds tracked by Wall St. Rank hold HBIO as of Q2 2025.

Avion Wealth reported no remaining Harvard Bioscience position as of Q2 2025 after selling out during the quarter.
Avion Wealth sold 24 Harvard Bioscience shares in Q2 2025.
Avion Wealth first reported a position in Harvard Bioscience in Q1 2025 and held it in 1 quarter.
Avion Wealth's Harvard Bioscience position peaked at $0 in Q1 2025.
68 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2025.

Based on Avion Wealth's 13F filing for Q2 2025, filed 25 Jul 2025.