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Balboa Wealth Partners’s Harvard Bioscience HBIO Stock Holding History

Balboa Wealth Partners’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
2026
Q1 		– Sell
-1,000
Closed -$6.69K – 472
2025
Q4 		$6.69K Sell
1,000
-175
-15% -$1.04K ﹤0.01% 432
2025
Q3 		$5.15K Hold
1,175
– – ﹤0.01% 408
2025
Q2 		$5.21K Buy
1,175
+50
+4% +$209 ﹤0.01% 377
2025
Q1 		$6.37K Buy
+1,125
New +$14.4K ﹤0.01% 326

Other funds holding HBIO

WCM
Weber Capital Management San Francisco, California $118M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Balboa Wealth Partners's HBIO Position: Q1 2026 in Review

Balboa Wealth Partners sold out of Harvard Bioscience (HBIO) in Q1 2026, closing a stake of 1,000 shares — an estimated $6.69K sold.

Balboa Wealth Partners first reported a position in HBIO in Q1 2025 and held it in 4 quarters. The position peaked at $6.69K in Q4 2025. 37 funds tracked by Wall St. Rank hold HBIO as of Q1 2026.

  • Balboa Wealth Partners reported no remaining Harvard Bioscience position as of Q1 2026 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,000 Harvard Bioscience shares in Q1 2026, an estimated $6.69K.
  • Balboa Wealth Partners first reported a position in Harvard Bioscience in Q1 2025 and held it in 4 quarters.
  • Balboa Wealth Partners's Harvard Bioscience position peaked at $6.69K in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Harvard Bioscience as of Q1 2026.

Based on Balboa Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.