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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

Other funds holding HBIO

WCM
Weber Capital Management San Francisco, California $118M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 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 $6.73T AUM 46.02% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM

EverSource Wealth Advisors's HBIO Position: Q4 2025 in Review

EverSource Wealth Advisors sold out of Harvard Bioscience (HBIO) in Q4 2025, closing a stake of 122 shares — an estimated $535 sold.

EverSource Wealth Advisors first reported a position in HBIO in Q2 2024 and held it in 6 quarters. The position peaked at $2K in Q4 2024. 64 funds tracked by Wall St. Rank hold HBIO as of Q4 2025.

  • EverSource Wealth Advisors reported no remaining Harvard Bioscience position as of Q4 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 122 Harvard Bioscience shares in Q4 2025, an estimated $535.
  • EverSource Wealth Advisors first reported a position in Harvard Bioscience in Q2 2024 and held it in 6 quarters.
  • EverSource Wealth Advisors's Harvard Bioscience position peaked at $2K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Harvard Bioscience as of Q4 2025.

Based on EverSource Wealth Advisors's 13F filing for Q4 2025, filed 6 Feb 2026.