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Elevation Wealth Partners’s Haemonetics HAE Stock Holding History

Elevation Wealth Partners’s Portfolio HAE Stock Details HAE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-94
Closed -$5.3K – 1326
2026
Q1 		$5.3K Buy
94
+23
+32% +$1.5K ﹤0.01% 694
2025
Q4 		$5.69K Buy
+71
New +$4.77K ﹤0.01% 601

Other funds holding HAE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elevation Wealth Partners's HAE Position: Q2 2026 in Review

Elevation Wealth Partners sold out of Haemonetics (HAE) in Q2 2026, closing a stake of 94 shares — an estimated $5.3K sold.

Elevation Wealth Partners first reported a position in HAE in Q4 2025 and held it in 2 quarters. The position peaked at $5.69K in Q4 2025. 329 funds tracked by Wall St. Rank hold HAE as of Q2 2026.

  • Elevation Wealth Partners reported no remaining Haemonetics position as of Q2 2026 after selling out during the quarter.
  • Elevation Wealth Partners sold 94 Haemonetics shares in Q2 2026, an estimated $5.3K.
  • Elevation Wealth Partners first reported a position in Haemonetics in Q4 2025 and held it in 2 quarters.
  • Elevation Wealth Partners's Haemonetics position peaked at $5.69K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Haemonetics as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.