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SHP Wealth Management’s Harvard Bioscience HBIO Stock Holding History

SHP Wealth Management’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
Q1 		$49 Hold
10
– – ﹤0.01% 1793
2025
Q4 		$67 Buy
+10
New +$59 ﹤0.01% 1515

Other funds holding HBIO

WCM
Weber Capital Management San Francisco, California $100M AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
NCNMGF
Nano-Cap New Millennium Growth Fund Staten Island, New York $107M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SHP Wealth Management's HBIO Position: Q1 2026 in Review

SHP Wealth Management held its Harvard Bioscience (HBIO) position steady in Q1 2026 at 10 shares worth $49. The position accounts for ﹤0.01% of the portfolio, ranked #1793.

SHP Wealth Management first reported a position in HBIO in Q4 2025 and has held it in 2 quarters since. The position peaked at $67 in Q4 2025. 37 funds tracked by Wall St. Rank hold HBIO as of Q1 2026.

  • SHP Wealth Management held 10 shares of Harvard Bioscience worth $49 as of Q1 2026.
  • SHP Wealth Management left its Harvard Bioscience share count unchanged in Q1 2026.
  • Harvard Bioscience made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1793 holding.
  • SHP Wealth Management first reported a position in Harvard Bioscience in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Harvard Bioscience position peaked at $67 in Q4 2025.
  • 37 funds tracked by Wall St. Rank held Harvard Bioscience as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.