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Kestra Private Wealth Services’s Haemonetics HAE Stock Holding History

Kestra Private Wealth Services’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
2025
Q1 		– Sell
-3,468
Closed -$271K – 1529
2024
Q4 		$271K Buy
+3,468
New +$279K ﹤0.01% 1175
2024
Q1 		– Sell
-3,770
Closed -$322K – 1334
2023
Q4 		$322K Sell
3,770
-101
-3% -$8.73K 0.01% 915
2023
Q3 		$347K Buy
+3,871
New +$346K 0.01% 803

Other funds holding HAE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Kestra Private Wealth Services's HAE Position: Q1 2025 in Review

Kestra Private Wealth Services sold out of Haemonetics (HAE) in Q1 2025, closing a stake of 3,468 shares — an estimated $271K sold.

Kestra Private Wealth Services first reported a position in HAE in Q3 2023 and held it in 3 quarters. The position peaked at $347K in Q3 2023. 314 funds tracked by Wall St. Rank hold HAE as of Q1 2025.

  • Kestra Private Wealth Services reported no remaining Haemonetics position as of Q1 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 3,468 Haemonetics shares in Q1 2025, an estimated $271K.
  • Kestra Private Wealth Services first reported a position in Haemonetics in Q3 2023 and held it in 3 quarters.
  • Kestra Private Wealth Services's Haemonetics position peaked at $347K in Q3 2023.
  • 314 funds tracked by Wall St. Rank held Haemonetics as of Q1 2025.

Based on Kestra Private Wealth Services's 13F filing for Q1 2025, filed 5 May 2025.