Heritage Oak Wealth Advisors’s Leidos LDOS Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio LDOS Stock Details LDOS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,615	Closed	-$263K	–	135
2024 Q3	$263K	Buy	+1,615	New	+$244K	0.12%	119

Other funds holding LDOS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Oak Wealth Advisors's LDOS Position: Q4 2024 in Review

Heritage Oak Wealth Advisors sold out of Leidos (LDOS) in Q4 2024, closing a stake of 1,615 shares — an estimated $263K sold.

Heritage Oak Wealth Advisors first reported a position in LDOS in Q3 2024 and held it in 1 quarter. The position peaked at $263K in Q3 2024. 825 funds tracked by Wall St. Rank hold LDOS as of Q4 2024.

Heritage Oak Wealth Advisors reported no remaining Leidos position as of Q4 2024 after selling out during the quarter.
Heritage Oak Wealth Advisors sold 1,615 Leidos shares in Q4 2024, an estimated $263K.
Heritage Oak Wealth Advisors first reported a position in Leidos in Q3 2024 and held it in 1 quarter.
Heritage Oak Wealth Advisors's Leidos position peaked at $263K in Q3 2024.
825 funds tracked by Wall St. Rank held Leidos as of Q4 2024.

Based on Heritage Oak Wealth Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.