Carson Wealth (CWM LLC)
HBIO icon

Carson Wealth (CWM LLC)’s Harvard Bioscience HBIO Stock Holding History

Carson Wealth (CWM LLC)’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 		$19 Sell
4
-1
-20% -$6 ﹤0.01% 5634
2025
Q4 		$0 Sell
5
-2
-29% -$12 ﹤0.01% 5468
2025
Q3 		$0 Sell
7
-329
-98% -$1.56K ﹤0.01% 5384
2025
Q2 		$1K Buy
336
+202
+151% +$844 ﹤0.01% 5010
2025
Q1 		$1K Buy
134
+50
+60% +$640 ﹤0.01% 4911
2024
Q4 		$2K Buy
84
+40
+91% +$919 ﹤0.01% 4543
2024
Q3 		$1K Buy
44
+23
+110% +$678 ﹤0.01% 4590
2024
Q2 		$1K Buy
+21
New +$737 ﹤0.01% 4390

Other funds holding HBIO

WCM
Weber Capital Management San Francisco, California $100M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HBIO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Harvard Bioscience (HBIO) stake by 20% in Q1 2026, selling an estimated $6 and leaving 4 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #5634.

Carson Wealth (CWM LLC) first reported a position in HBIO in Q2 2024 and has held it in 8 quarters since. The position peaked at $2K in Q4 2024. 36 funds tracked by Wall St. Rank hold HBIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4 shares of Harvard Bioscience worth $19 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1 Harvard Bioscience share in Q1 2026, an estimated $6.
  • Harvard Bioscience made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5634 holding.
  • Carson Wealth (CWM LLC) first reported a position in Harvard Bioscience in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s Harvard Bioscience position peaked at $2K in Q4 2024.
  • 36 funds tracked by Wall St. Rank held Harvard Bioscience as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.