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IFP Advisors’s Harvard Bioscience HBIO Stock Holding History

IFP 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
Q2 		– Sell
-2
Closed -$8 – 4962
2025
Q1 		$8 Hold
2
– – ﹤0.01% 4245
2024
Q4 		$32 Buy
+2
New +$46 ﹤0.01% 4363
2018
Q4 		– Sell
-111
Closed -$6K – 3671
2018
Q3 		$6K Buy
+111
New +$6.23K ﹤0.01% 3131

Other funds holding HBIO

AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

IFP Advisors's HBIO Position: Q2 2025 in Review

IFP Advisors sold out of Harvard Bioscience (HBIO) in Q2 2025, closing a stake of 2 shares — an estimated $8 sold.

IFP Advisors first reported a position in HBIO in Q3 2018 and held it in 3 quarters. The position peaked at $6K in Q3 2018. 68 funds tracked by Wall St. Rank hold HBIO as of Q2 2025.

  • IFP Advisors reported no remaining Harvard Bioscience position as of Q2 2025 after selling out during the quarter.
  • IFP Advisors sold 2 Harvard Bioscience shares in Q2 2025, an estimated $8.
  • IFP Advisors first reported a position in Harvard Bioscience in Q3 2018 and held it in 3 quarters.
  • IFP Advisors's Harvard Bioscience position peaked at $6K in Q3 2018.
  • 68 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2025.

Based on IFP Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.