EWA
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EverSource Wealth Advisors’s Harvard Bioscience HBIO Stock Holding History

EverSource Wealth Advisors’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
Q4 		– Sell
-122
Closed -$535 – 4332
2025
Q3 		$535 Sell
122
-16
-12% -$76 ﹤0.01% 3934
2025
Q2 		$611 Buy
138
+115
+500% +$481 ﹤0.01% 3848
2025
Q1 		$132 Sell
23
-72
-76% -$922 ﹤0.01% 3777
2024
Q4 		$2K Buy
95
+43
+83% +$988 ﹤0.01% 2707
2024
Q3 		$1.4K Hold
52
– – ﹤0.01% 2641
2024
Q2 		$1.66K Buy
+52
New +$1.82K ﹤0.01% 2610

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MIM
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CCM
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Renaissance Technologies
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Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM