Williams & Novak’s Harvard Bioscience HBIO Stock Holding History

Williams & Novak’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 Q3	$131K	Sell	16,555 -4,394	-21%	-$30.8K	0.08%	124
2026 Q2	$129K	Sell	20,949 -6,103	-23%	-$36.6K	0.09%	120
2026 Q1	$138K	Sell	27,052 -7,828	-22%	-$43.8K	0.1%	113
2025 Q4	$233K	Buy	34,880 +7,330	+27%	+$43.5K	0.18%	98
2025 Q3	$121K	Buy	27,550 +16,893	+159%	+$80.1K	0.09%	120
2025 Q2	$47.3K	Buy	10,657 +2,880	+37%	+$12K	0.04%	126
2025 Q1	$45.9K	Sell	7,777 -2,144	-22%	-$27.4K	0.04%	118
2024 Q4	$209K	Buy	+9,921	New	+$228K	0.2%	104

Other funds holding HBIO

BSC

Brown Shipley & Co London, United Kingdom $208M AUM 25.82% 1-Year Est. Return

Williams & Novak's HBIO Position: Q3 2026 in Review

Williams & Novak reduced its Harvard Bioscience (HBIO) stake by 21% in Q3 2026, selling an estimated $30.8K and leaving 16,555 shares worth $131K. The position accounts for 0.08% of the portfolio, ranked #124.

Williams & Novak first reported a position in HBIO in Q4 2024 and has held it in 8 quarters since. The position peaked at $233K in Q4 2025. 2 funds tracked by Wall St. Rank hold HBIO as of Q3 2026.

Williams & Novak held 16,555 shares of Harvard Bioscience worth $131K as of Q3 2026.
Williams & Novak sold 4,394 Harvard Bioscience shares in Q3 2026, an estimated $30.8K.
Harvard Bioscience made up 0.08% of Williams & Novak's portfolio in Q3 2026, its #124 holding.
Williams & Novak first reported a position in Harvard Bioscience in Q4 2024 and has held it in 8 quarters since.
Williams & Novak's Harvard Bioscience position peaked at $233K in Q4 2025.
2 funds tracked by Wall St. Rank held Harvard Bioscience as of Q3 2026.

Based on Williams & Novak's 13F filing for Q3 2026, filed 9 Oct 2026.