Bank of Montreal
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Bank of Montreal’s Harvard Bioscience HBIO Stock Holding History

Bank of Montreal’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
-1,699
Closed -$9.62K – 3612
2025
Q1 		$9.62K Buy
+1,699
New +$21.8K ﹤0.01% 3308
2024
Q3 		– Sell
-2,840
Closed -$84.5K – 4001
2024
Q2 		$84.5K Buy
+2,840
New +$99.6K ﹤0.01% 3287
2023
Q1 		– Sell
-3,780
Closed -$105K – 3952
2022
Q4 		$105K Buy
+3,780
New +$93.2K ﹤0.01% 3356
2021
Q2 		– Sell
-115
Closed -$8K – 4194
2021
Q1 		$8K Sell
115
-484
-81% -$23.5K ﹤0.01% 4456
2020
Q4 		$25K Buy
599
+421
+237% +$15.7K ﹤0.01% 4315
2020
Q3 		$6K Sell
178
-128
-42% -$4.3K ﹤0.01% 4345
2020
Q2 		$11K Buy
+306
New +$8.24K ﹤0.01% 4119
2019
Q3 		– Sell
-5
Closed – – 4823
2019
Q2 		$0 Sell
5
-2,211
-100% -$64.8K ﹤0.01% 4952
2019
Q1 		$96K Sell
2,216
-52
-2% -$1.89K ﹤0.01% 3080
2018
Q4 		$72K Buy
2,268
+27
+1% +$1.06K ﹤0.01% 3114
2018
Q3 		$117K Hold
2,241
– – ﹤0.01% 3038
2018
Q2 		$119K Buy
2,241
+25
+1% +$1.28K ﹤0.01% 3042
2018
Q1 		$110K Buy
+2,216
New +$99.3K ﹤0.01% 2913
2015
Q4 		– Sell
-28,188
Closed -$1.06M – 4308
2015
Q3 		$1.06M Sell
28,188
-37,963
-57% -$1.77M ﹤0.01% 1550
2015
Q2 		$3.77M Sell
66,151
-5,048
-7% -$287K ﹤0.01% 1150
2015
Q1 		$4.14M Sell
71,199
-30,464
-30% -$1.64M ﹤0.01% 1102
2014
Q4 		$5.76M Buy
101,663
+1,480
+1% +$70.5K 0.01% 992
2014
Q3 		$4.1M Buy
100,183
+17,616
+21% +$810K ﹤0.01% 1165
2014
Q2 		$3.76M Buy
+82,567
New +$3.47M ﹤0.01% 1198

Other funds holding HBIO

AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Vanguard Group
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Bank of Montreal's HBIO Position: Q2 2025 in Review

Bank of Montreal sold out of Harvard Bioscience (HBIO) in Q2 2025, closing a stake of 1,699 shares — an estimated $9.62K sold.

Bank of Montreal first reported a position in HBIO in Q2 2014 and held it in 19 quarters. The position peaked at $5.76M in Q4 2014. 68 funds tracked by Wall St. Rank hold HBIO as of Q2 2025.

  • Bank of Montreal reported no remaining Harvard Bioscience position as of Q2 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,699 Harvard Bioscience shares in Q2 2025, an estimated $9.62K.
  • Bank of Montreal first reported a position in Harvard Bioscience in Q2 2014 and held it in 19 quarters.
  • Bank of Montreal's Harvard Bioscience position peaked at $5.76M in Q4 2014.
  • 68 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2025.

Based on Bank of Montreal's 13F filing for Q2 2025, filed 5 Aug 2025.