Focus Partners Wealth
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Focus Partners Wealth’s Harvard Bioscience HBIO Stock Holding History

Focus Partners Wealth’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
Q1 		– Sell
-1,314
Closed -$27.7K – 1966
2024
Q4 		$27.7K Buy
+1,314
New +$30.2K ﹤0.01% 1840

Other funds holding HBIO

AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Focus Partners Wealth's HBIO Position: Q1 2025 in Review

Focus Partners Wealth sold out of Harvard Bioscience (HBIO) in Q1 2025, closing a stake of 1,314 shares — an estimated $27.7K sold.

Focus Partners Wealth first reported a position in HBIO in Q4 2024 and held it in 1 quarter. The position peaked at $27.7K in Q4 2024. 91 funds tracked by Wall St. Rank hold HBIO as of Q1 2025.

  • Focus Partners Wealth reported no remaining Harvard Bioscience position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 1,314 Harvard Bioscience shares in Q1 2025, an estimated $27.7K.
  • Focus Partners Wealth first reported a position in Harvard Bioscience in Q4 2024 and held it in 1 quarter.
  • Focus Partners Wealth's Harvard Bioscience position peaked at $27.7K in Q4 2024.
  • 91 funds tracked by Wall St. Rank held Harvard Bioscience as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.