JFS Wealth Advisors’s Haemonetics HAE Stock Holding History

JFS Wealth Advisors’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	$2.25K	Hold	30	–	–	﹤0.01%	1569
2026 Q1	$1.69K	Sell	30 -3	-9%	-$195	﹤0.01%	1558
2025 Q4	$2.65K	Buy	33 +17	+106%	+$1.14K	﹤0.01%	1461
2025 Q3	$780	Hold	16	–	–	﹤0.01%	1676
2025 Q2	$1.19K	Sell	16 -17	-52%	-$1.13K	﹤0.01%	1524
2025 Q1	$2.1K	Sell	33 -1	-3%	-$68	﹤0.01%	1452
2024 Q4	$2.65K	Hold	34	–	–	﹤0.01%	1366
2024 Q3	$2.73K	Sell	34 -5	-13%	-$404	﹤0.01%	1359
2024 Q2	$3.23K	Hold	39	–	–	﹤0.01%	1241
2024 Q1	$3.33K	Hold	39	–	–	﹤0.01%	1255
2023 Q4	$3.33K	Hold	39	–	–	﹤0.01%	1220
2023 Q3	$3.49K	Sell	39 -1	-3%	-$89	﹤0.01%	1143
2023 Q2	$3.41K	Hold	40	–	–	﹤0.01%	1185
2023 Q1	$3.31K	Sell	40 -9	-18%	-$729	﹤0.01%	1159
2022 Q4	$3.85K	Buy	49 +2	+4%	+$161	﹤0.01%	1096
2022 Q3	$3K	Sell	47 -2	-4%	-$144	﹤0.01%	1178
2022 Q2	$3K	Buy	49 +23	+88%	+$1.36K	﹤0.01%	1184
2022 Q1	$2K	Buy	26 +14	+117%	+$761	﹤0.01%	1416
2021 Q4	$1K	Buy	+12	New	+$731	﹤0.01%	1380

Other funds holding HAE

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JFS Wealth Advisors's HAE Position: Q2 2026 in Review

JFS Wealth Advisors held its Haemonetics (HAE) position steady in Q2 2026 at 30 shares worth $2.25K. The position accounts for ﹤0.01% of the portfolio, ranked #1569.

JFS Wealth Advisors first reported a position in HAE in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.85K in Q4 2022. 329 funds tracked by Wall St. Rank hold HAE as of Q2 2026.

JFS Wealth Advisors held 30 shares of Haemonetics worth $2.25K as of Q2 2026.
JFS Wealth Advisors left its Haemonetics share count unchanged in Q2 2026.
Haemonetics made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1569 holding.
JFS Wealth Advisors first reported a position in Haemonetics in Q4 2021 and has held it in 19 quarters since.
JFS Wealth Advisors's Haemonetics position peaked at $3.85K in Q4 2022.
329 funds tracked by Wall St. Rank held Haemonetics as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.