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Heritage Oak Wealth Advisors’s Absci ABSI Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio ABSI Stock Details ABSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-10,000
Closed -$116K – 91
2026
Q2 		$116K Buy
+10,000
New +$56.3K 0.03% 101

Other funds holding ABSI

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
CCIA
Cherry Creek Investment Advisors Englewood, Colorado $261M AUM 29.65% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
DWM
DKM Wealth Management Stockton, California $158M AUM 11.62% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
NL
NVWM LLC Yardley, Pennsylvania $533M AUM 27.53% 1-Year Est. Return

Heritage Oak Wealth Advisors's ABSI Position: Q3 2026 in Review

Heritage Oak Wealth Advisors sold out of Absci (ABSI) in Q3 2026, closing a stake of 10,000 shares — an estimated $116K sold.

Heritage Oak Wealth Advisors first reported a position in ABSI in Q2 2026 and held it in 1 quarter. The position peaked at $116K in Q2 2026. 14 funds tracked by Wall St. Rank hold ABSI as of Q3 2026.

  • Heritage Oak Wealth Advisors reported no remaining Absci position as of Q3 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 10,000 Absci shares in Q3 2026, an estimated $116K.
  • Heritage Oak Wealth Advisors first reported a position in Absci in Q2 2026 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Absci position peaked at $116K in Q2 2026.
  • 14 funds tracked by Wall St. Rank held Absci as of Q3 2026.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.