HFO
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Heritage Family Offices’s Viavi Solutions VIAV Stock Holding History

Heritage Family Offices’s Portfolio VIAV Stock Details VIAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$294K Sell
8,830
-5,222
-37% -$138K 0.13% 145
2025
Q4 		$250K Sell
14,052
-1,474
-9% -$23.8K 0.11% 161
2025
Q3 		$197K Buy
15,526
+556
+4% +$6.12K 0.09% 193
2025
Q2 		$169K Hold
14,970
– – 0.09% 178
2025
Q1 		$168K Buy
14,970
+1,045
+8% +$11.6K 0.09% 175
2024
Q4 		$141K Buy
13,925
+529
+4% +$5.22K 0.07% 184
2024
Q3 		$121K Buy
13,396
+66
+0.5% +$524 0.06% 180
2024
Q2 		$91.6K Buy
+13,330
New +$104K 0.05% 167

Other funds holding VIAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Heritage Family Offices's VIAV Position: Q1 2026 in Review

Heritage Family Offices reduced its Viavi Solutions (VIAV) stake by 37% in Q1 2026, selling an estimated $138K and leaving 8,830 shares worth $294K. The position accounts for 0.13% of the portfolio, ranked #145.

Heritage Family Offices first reported a position in VIAV in Q2 2024 and has held it in 8 quarters since. 463 funds tracked by Wall St. Rank hold VIAV as of Q1 2026.

  • Heritage Family Offices held 8,830 shares of Viavi Solutions worth $294K as of Q1 2026.
  • Heritage Family Offices sold 5,222 Viavi Solutions shares in Q1 2026, an estimated $138K.
  • Viavi Solutions made up 0.13% of Heritage Family Offices's portfolio in Q1 2026, its #145 holding.
  • Heritage Family Offices first reported a position in Viavi Solutions in Q2 2024 and has held it in 8 quarters since.
  • 463 funds tracked by Wall St. Rank held Viavi Solutions as of Q1 2026.

Based on Heritage Family Offices's 13F filing for Q1 2026, filed 8 Apr 2026.