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Joseph P. Lucia & Associates’s Haemonetics HAE Stock Holding History

Joseph P. Lucia & Associates’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 		$507K Hold
6,759
– – 0.15% 111
2026
Q1 		$381K Sell
6,759
-1,352
-17% -$88.1K 0.14% 122
2025
Q4 		$650K Buy
+8,111
New +$545K 0.23% 88

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 $3.38T AUM 44.17% 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 40.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joseph P. Lucia & Associates's HAE Position: Q2 2026 in Review

Joseph P. Lucia & Associates held its Haemonetics (HAE) position steady in Q2 2026 at 6,759 shares worth $507K. The position accounts for 0.15% of the portfolio, ranked #111.

Joseph P. Lucia & Associates first reported a position in HAE in Q4 2025 and has held it in 3 quarters since. The position peaked at $650K in Q4 2025. 330 funds tracked by Wall St. Rank hold HAE as of Q2 2026.

  • Joseph P. Lucia & Associates held 6,759 shares of Haemonetics worth $507K as of Q2 2026.
  • Joseph P. Lucia & Associates left its Haemonetics share count unchanged in Q2 2026.
  • Haemonetics made up 0.15% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #111 holding.
  • Joseph P. Lucia & Associates first reported a position in Haemonetics in Q4 2025 and has held it in 3 quarters since.
  • Joseph P. Lucia & Associates's Haemonetics position peaked at $650K in Q4 2025.
  • 330 funds tracked by Wall St. Rank held Haemonetics as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.