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Opal Wealth Advisors’s Haemonetics HAE Stock Holding History

Opal 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
2025
Q3 		– Sell
-340
Closed -$25.4K – 338
2025
Q2 		$25.4K Buy
340
+16
+5% +$1.06K 0.01% 511
2025
Q1 		$20.6K Buy
+324
New +$22K 0.01% 524

Other funds holding HAE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $150B AUM 40.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Opal Wealth Advisors's HAE Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Haemonetics (HAE) in Q3 2025, closing a stake of 340 shares — an estimated $25.4K sold.

Opal Wealth Advisors first reported a position in HAE in Q1 2025 and held it in 2 quarters. The position peaked at $25.4K in Q2 2025. 301 funds tracked by Wall St. Rank hold HAE as of Q3 2025.

  • Opal Wealth Advisors reported no remaining Haemonetics position as of Q3 2025 after selling out during the quarter.
  • Opal Wealth Advisors sold 340 Haemonetics shares in Q3 2025, an estimated $25.4K.
  • Opal Wealth Advisors first reported a position in Haemonetics in Q1 2025 and held it in 2 quarters.
  • Opal Wealth Advisors's Haemonetics position peaked at $25.4K in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Haemonetics as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.