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Evolve Private Wealth’s Haemonetics HAE Stock Holding History

Evolve Private Wealth’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 		$355K Sell
4,739
-538
-10% -$34.6K 0.02% 648
2026
Q1 		$297K Sell
5,277
-1,278
-19% -$83.2K 0.02% 788
2025
Q4 		$525K Buy
+6,555
New +$440K 0.03% 517

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

Evolve Private Wealth's HAE Position: Q2 2026 in Review

Evolve Private Wealth reduced its Haemonetics (HAE) stake by 10% in Q2 2026, selling an estimated $34.6K and leaving 4,739 shares worth $355K. The position accounts for 0.02% of the portfolio, ranked #648.

Evolve Private Wealth first reported a position in HAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $525K in Q4 2025. 329 funds tracked by Wall St. Rank hold HAE as of Q2 2026.

  • Evolve Private Wealth held 4,739 shares of Haemonetics worth $355K as of Q2 2026.
  • Evolve Private Wealth sold 538 Haemonetics shares in Q2 2026, an estimated $34.6K.
  • Haemonetics made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #648 holding.
  • Evolve Private Wealth first reported a position in Haemonetics in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Haemonetics position peaked at $525K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Haemonetics as of Q2 2026.

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