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True Wealth Design’s Harvard Bioscience HBIO Stock Holding History

True Wealth Design’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
2025
Q2 		– Sell
-6
Closed -$32 – 2679
2025
Q1 		$32 Buy
6
+5
+500% +$64 ﹤0.01% 2495
2024
Q4 		$26 Buy
+1
New +$23 ﹤0.01% 1335

Other funds holding HBIO

AE
AMH Equity Great Neck, New York $80.3M AUM 78.34% 1-Year Est. Return
HP
Harvey Partners Tarrytown, New York $1.26B AUM 64.44% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
MIM
Meros Investment Management Dallas, Texas $231M AUM 35.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

True Wealth Design's HBIO Position: Q2 2025 in Review

True Wealth Design sold out of Harvard Bioscience (HBIO) in Q2 2025, closing a stake of 6 shares — an estimated $32 sold.

True Wealth Design first reported a position in HBIO in Q4 2024 and held it in 2 quarters. The position peaked at $32 in Q1 2025. 68 funds tracked by Wall St. Rank hold HBIO as of Q2 2025.

  • True Wealth Design reported no remaining Harvard Bioscience position as of Q2 2025 after selling out during the quarter.
  • True Wealth Design sold 6 Harvard Bioscience shares in Q2 2025, an estimated $32.
  • True Wealth Design first reported a position in Harvard Bioscience in Q4 2024 and held it in 2 quarters.
  • True Wealth Design's Harvard Bioscience position peaked at $32 in Q1 2025.
  • 68 funds tracked by Wall St. Rank held Harvard Bioscience as of Q2 2025.

Based on True Wealth Design's 13F filing for Q2 2025, filed 6 Aug 2025.