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Heritage Oak Wealth Advisors’s AbCellera Biologics ABCL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio ABCL Stock Details ABCL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$502K Buy
+64,000
New +$313K 0.15% 57

Other funds holding ABCL

CMF
Counterpoint Mutual Funds San Diego, California $1.01B AUM 37.65% 1-Year Est. Return
DRP
Decker Retirement Planning Levi, Utah $294M AUM 97.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
FA
Fedenia Advisers Madison, Wisconsin $421M AUM 96.46% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
NA
Networth Advisors Canonsburg, Pennsylvania $172M AUM
BP
Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Heritage Oak Wealth Advisors's ABCL Position: Q2 2026 in Review

Heritage Oak Wealth Advisors opened a new position in AbCellera Biologics (ABCL) in Q2 2026: 64,000 shares worth $502K. The stake represents 0.15% of the portfolio and ranks #57 among its holdings.

18 funds tracked by Wall St. Rank hold ABCL as of Q2 2026.

  • Heritage Oak Wealth Advisors held 64,000 shares of AbCellera Biologics worth $502K as of Q2 2026.
  • AbCellera Biologics was a new Heritage Oak Wealth Advisors position in Q2 2026.
  • AbCellera Biologics made up 0.15% of Heritage Oak Wealth Advisors's portfolio in Q2 2026, its #57 holding.
  • 18 funds tracked by Wall St. Rank held AbCellera Biologics as of Q2 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.