Pension & Wealth Management Advisors’s Harvard Bioscience HBIO Stock Holding History

Pension & Wealth Management 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
2026 Q2	$1.38K	Hold	225	–	–	﹤0.01%	510
2026 Q1	$1.1K	Hold	225	–	–	﹤0.01%	482
2025 Q4	$1.5K	Hold	225	–	–	﹤0.01%	484
2025 Q3	$987	Sell	225 -370	-62%	-$1.75K	﹤0.01%	506
2025 Q2	$2.64K	Hold	595	–	–	﹤0.01%	422
2025 Q1	$3.37K	Hold	595	–	–	﹤0.01%	400
2024 Q4	$12.6K	Buy	595 +57	+11%	+$1.31K	0.01%	356
2024 Q3	$14.5K	Buy	+538	New	+$15.8K	0.01%	286

Other funds holding HBIO

WCM

Weber Capital Management San Francisco, California $118M AUM

MIM

Meros Investment Management Dallas, Texas $315M AUM 58.44% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

NCNMGF

Nano-Cap New Millennium Growth Fund Staten Island, New York $130M AUM

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

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

Pension & Wealth Management Advisors's HBIO Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Harvard Bioscience (HBIO) position steady in Q2 2026 at 225 shares worth $1.38K. The position accounts for ﹤0.01% of the portfolio, ranked #510.

Pension & Wealth Management Advisors first reported a position in HBIO in Q3 2024 and has held it in 8 quarters since. The position peaked at $14.5K in Q3 2024. 34 funds tracked by Wall St. Rank hold HBIO as of Q2 2026.

Pension & Wealth Management Advisors held 225 shares of Harvard Bioscience worth $1.38K as of Q2 2026.
Pension & Wealth Management Advisors left its Harvard Bioscience share count unchanged in Q2 2026.
Harvard Bioscience made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #510 holding.
Pension & Wealth Management Advisors first reported a position in Harvard Bioscience in Q3 2024 and has held it in 8 quarters since.
Pension & Wealth Management Advisors's Harvard Bioscience position peaked at $14.5K in Q3 2024.
34 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.