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EP Wealth Advisors’s Haemonetics HAE Stock Holding History

EP Wealth Advisors’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 		$542K Buy
7,229
+3,495
+94% +$225K ﹤0.01% 994
2026
Q1 		$210K Buy
3,734
+144
+4% +$9.38K ﹤0.01% 1388
2025
Q4 		$288K Buy
+3,590
New +$241K ﹤0.01% 1160

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

EP Wealth Advisors's HAE Position: Q2 2026 in Review

EP Wealth Advisors increased its Haemonetics (HAE) stake by 94% in Q2 2026, buying an estimated $225K and bringing the position to 7,229 shares worth $542K. The position accounts for ﹤0.01% of the portfolio, ranked #994.

EP Wealth Advisors first reported a position in HAE in Q4 2025 and has held it in 3 quarters since. 329 funds tracked by Wall St. Rank hold HAE as of Q2 2026.

  • EP Wealth Advisors held 7,229 shares of Haemonetics worth $542K as of Q2 2026.
  • EP Wealth Advisors bought 3,495 Haemonetics shares in Q2 2026, an estimated $225K.
  • Haemonetics made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #994 holding.
  • EP Wealth Advisors first reported a position in Haemonetics in Q4 2025 and has held it in 3 quarters since.
  • 329 funds tracked by Wall St. Rank held Haemonetics as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.