PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Harvard Bioscience HBIO Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2026 Q2	$1.38K	Hold	225	–	–	﹤0.01%	510
2026 Q1	$1.1K	Hold	225	–	–	﹤0.01%	482
2025 Q4	$1.5K	Hold	225	–	–	﹤0.01%	484
2025 Q3	$987	Sell	225 -370	-62%	-$1.75K	﹤0.01%	506
2025 Q2	$2.64K	Hold	595	–	–	﹤0.01%	422
2025 Q1	$3.37K	Hold	595	–	–	﹤0.01%	400
2024 Q4	$12.6K	Buy	595 +57	+11%	+$1.31K	0.01%	356
2024 Q3	$14.5K	Buy	+538	New	+$15.8K	0.01%	286

Other funds holding HBIO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

BSC

Brown Shipley & Co London, United Kingdom $193M AUM 26.64% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s HBIO Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Harvard Bioscience (HBIO) position steady in Q2 2026 at 225 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in HBIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.5K in Q3 2024. 8 funds tracked by Wall St. Rank hold HBIO as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 225 shares of Harvard Bioscience worth $1.38K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Harvard Bioscience share count unchanged in Q2 2026.
Harvard Bioscience made up ﹤0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #510 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Harvard Bioscience in Q3 2024 and has held it in 8 quarters since.
PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Harvard Bioscience position peaked at $14.5K in Q3 2024.
8 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.