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Heritage Oak Wealth Advisors’s Tyson Foods TSN Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio TSN Stock Details TSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-3,244
Closed -$208K – 110
2026
Q1 		$208K Sell
3,244
-268
-8% -$16.6K 0.07% 70
2025
Q4 		$206K Buy
+3,512
New +$193K 0.08% 77
2024
Q4 		– Sell
-94,920
Closed -$5.65M – 175
2024
Q3 		$5.65M Buy
+94,920
New +$5.79M 2.6% 7

Other funds holding TSN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Heritage Oak Wealth Advisors sold out of Tyson Foods (TSN) in Q2 2026, closing a stake of 3,244 shares — an estimated $208K sold.

Heritage Oak Wealth Advisors first reported a position in TSN in Q3 2024 and held it in 3 quarters. The position peaked at $5.65M in Q3 2024. 869 funds tracked by Wall St. Rank hold TSN as of Q2 2026.

  • Heritage Oak Wealth Advisors reported no remaining Tyson Foods position as of Q2 2026 after selling out during the quarter.
  • Heritage Oak Wealth Advisors sold 3,244 Tyson Foods shares in Q2 2026, an estimated $208K.
  • Heritage Oak Wealth Advisors first reported a position in Tyson Foods in Q3 2024 and held it in 3 quarters.
  • Heritage Oak Wealth Advisors's Tyson Foods position peaked at $5.65M in Q3 2024.
  • 869 funds tracked by Wall St. Rank held Tyson Foods as of Q2 2026.

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