PWPS
HAE icon

Pinnacle Wealth Planning Services’s Haemonetics HAE Stock Holding History

Pinnacle Wealth Planning 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
2026
Q1 		– Sell
-276
Closed -$22.1K – 2790
2025
Q4 		$22.1K Buy
+276
New +$18.5K ﹤0.01% 1667

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's HAE Position: Q1 2026 in Review

Pinnacle Wealth Planning Services sold out of Haemonetics (HAE) in Q1 2026, closing a stake of 276 shares — an estimated $22.1K sold.

Pinnacle Wealth Planning Services first reported a position in HAE in Q4 2025 and held it in 1 quarter. The position peaked at $22.1K in Q4 2025. 324 funds tracked by Wall St. Rank hold HAE as of Q1 2026.

  • Pinnacle Wealth Planning Services reported no remaining Haemonetics position as of Q1 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 276 Haemonetics shares in Q1 2026, an estimated $22.1K.
  • Pinnacle Wealth Planning Services first reported a position in Haemonetics in Q4 2025 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Haemonetics position peaked at $22.1K in Q4 2025.
  • 324 funds tracked by Wall St. Rank held Haemonetics as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.