HFO
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Heritage Family Offices’s Diodes DIOD Stock Holding History

Heritage Family Offices’s Portfolio DIOD Stock Details DIOD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$231K Sell
2,113
-911
-30% -$92.4K 0.09% 196
2026
Q1 		$206K Sell
3,024
-1,431
-32% -$90.3K 0.09% 187
2025
Q4 		$220K Buy
4,455
+169
+4% +$8.55K 0.1% 183
2025
Q3 		$228K Buy
+4,286
New +$230K 0.11% 173

Other funds holding DIOD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Heritage Family Offices's DIOD Position: Q2 2026 in Review

Heritage Family Offices reduced its Diodes (DIOD) stake by 30% in Q2 2026, selling an estimated $92.4K and leaving 2,113 shares worth $231K. The position accounts for 0.09% of the portfolio, ranked #196.

Heritage Family Offices first reported a position in DIOD in Q3 2025 and has held it in 4 quarters since. 399 funds tracked by Wall St. Rank hold DIOD as of Q2 2026.

  • Heritage Family Offices held 2,113 shares of Diodes worth $231K as of Q2 2026.
  • Heritage Family Offices sold 911 Diodes shares in Q2 2026, an estimated $92.4K.
  • Diodes made up 0.09% of Heritage Family Offices's portfolio in Q2 2026, its #196 holding.
  • Heritage Family Offices first reported a position in Diodes in Q3 2025 and has held it in 4 quarters since.
  • 399 funds tracked by Wall St. Rank held Diodes as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.