WA
HAE icon

Waverly Advisors’s Haemonetics HAE Stock Holding History

Waverly 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
-16,066
Closed -$1.2M – 1299
2025
Q2 		$1.2M Buy
16,066
+442
+3% +$29.3K 0.01% 580
2025
Q1 		$993K Buy
15,624
+2,855
+22% +$194K 0.01% 608
2024
Q4 		$997K Buy
12,769
+1,857
+17% +$149K 0.02% 510
2024
Q3 		$877K Buy
10,912
+75
+0.7% +$6.06K 0.02% 469
2024
Q2 		$897K Buy
+10,837
New +$953K 0.02% 454
2014
Q4 		– Sell
-115
Closed -$4K – 525
2014
Q3 		$4K Hold
115
– – ﹤0.01% 662
2014
Q2 		$4K Buy
115
+8
+7% +$267 ﹤0.01% 629
2014
Q1 		$3K Buy
107
+19
+22% +$726 ﹤0.01% 625
2013
Q4 		$4K Buy
+88
New +$3.62K ﹤0.01% 701

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 $3.38T AUM 44.17% 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

Waverly Advisors's HAE Position: Q3 2025 in Review

Waverly Advisors sold out of Haemonetics (HAE) in Q3 2025, closing a stake of 16,066 shares — an estimated $1.2M sold.

Waverly Advisors first reported a position in HAE in Q4 2013 and held it in 9 quarters. The position peaked at $1.2M in Q2 2025. 301 funds tracked by Wall St. Rank hold HAE as of Q3 2025.

  • Waverly Advisors reported no remaining Haemonetics position as of Q3 2025 after selling out during the quarter.
  • Waverly Advisors sold 16,066 Haemonetics shares in Q3 2025, an estimated $1.2M.
  • Waverly Advisors first reported a position in Haemonetics in Q4 2013 and held it in 9 quarters.
  • Waverly Advisors's Haemonetics position peaked at $1.2M in Q2 2025.
  • 301 funds tracked by Wall St. Rank held Haemonetics as of Q3 2025.

Based on Waverly Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.