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Heritage Oak Wealth Advisors’s Ondas Inc ONDS Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio ONDS Stock Details ONDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,000
Closed -$19.2K – 87
2025
Q2 		$19.2K Buy
+10,000
New +$11.2K 0.01% 73

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Jane Street
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Renaissance Technologies
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Heritage Oak Wealth Advisors's ONDS Position: Q3 2025 in Review

Heritage Oak Wealth Advisors sold out of Ondas Inc (ONDS) in Q3 2025, closing a stake of 10,000 shares — an estimated $19.2K sold.

Heritage Oak Wealth Advisors first reported a position in ONDS in Q2 2025 and held it in 1 quarter. The position peaked at $19.2K in Q2 2025. 156 funds tracked by Wall St. Rank hold ONDS as of Q3 2025.

  • Heritage Oak Wealth Advisors reported no remaining Ondas Inc position as of Q3 2025 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 10,000 Ondas Inc shares in Q3 2025, an estimated $19.2K.
  • Heritage Oak Wealth Advisors first reported a position in Ondas Inc in Q2 2025 and held it in 1 quarter.
  • Heritage Oak Wealth Advisors's Ondas Inc position peaked at $19.2K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held Ondas Inc as of Q3 2025.

Based on Heritage Oak Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.