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 Q2	$206K	Sell	4,314 -4,516	-51%	-$216K	0.08%	221
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Whale Rock Capital Management Boston, Massachusetts $12.5B AUM 306.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Heritage Family Offices reduced its Viavi Solutions (VIAV) stake by 51% in Q2 2026, selling an estimated $216K and leaving 4,314 shares worth $206K. The position accounts for 0.08% of the portfolio, ranked #221.

Heritage Family Offices first reported a position in VIAV in Q2 2024 and has held it in 9 quarters since. The position peaked at $294K in Q1 2026. 566 funds tracked by Wall St. Rank hold VIAV as of Q2 2026.

Heritage Family Offices held 4,314 shares of Viavi Solutions worth $206K as of Q2 2026.
Heritage Family Offices sold 4,516 Viavi Solutions shares in Q2 2026, an estimated $216K.
Viavi Solutions made up 0.08% of Heritage Family Offices's portfolio in Q2 2026, its #221 holding.
Heritage Family Offices first reported a position in Viavi Solutions in Q2 2024 and has held it in 9 quarters since.
Heritage Family Offices's Viavi Solutions position peaked at $294K in Q1 2026.
566 funds tracked by Wall St. Rank held Viavi Solutions as of Q2 2026.

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