Heritage Wealth Advisors’s Co-Diagnostics CODX Stock Holding History

Heritage Wealth Advisors’s Portfolio CODX Stock Details CODX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32	Sell	17 -1	-6%	-$3	﹤0.01%	670
2025 Q4	$89	Hold	18	–	–	﹤0.01%	579
2025 Q3	$181	Hold	18	–	–	﹤0.01%	568
2025 Q2	$147	Hold	18	–	–	﹤0.01%	557
2025 Q1	$163	Hold	18	–	–	﹤0.01%	560
2024 Q4	$394	Hold	18	–	–	﹤0.01%	603
2024 Q3	$656	Hold	18	–	–	﹤0.01%	582
2024 Q2	$656	Hold	18	–	–	﹤0.01%	492
2024 Q1	$588	Hold	18	–	–	﹤0.01%	513
2023 Q4	$698	Hold	18	–	–	﹤0.01%	521
2023 Q3	$557	Hold	18	–	–	﹤0.01%	484
2023 Q2	$583	Hold	18	–	–	﹤0.01%	524
2023 Q1	$777	Hold	18	–	–	﹤0.01%	536
2022 Q4	$1.32K	Hold	18	–	–	﹤0.01%	515
2022 Q3	$1.69K	Hold	18	–	–	﹤0.01%	486
2022 Q2	$3K	Hold	18	–	–	﹤0.01%	509
2022 Q1	$3K	Hold	18	–	–	﹤0.01%	487
2021 Q4	$5K	Hold	18	–	–	﹤0.01%	480
2021 Q3	$5.11K	Hold	18	–	–	﹤0.01%	473
2021 Q2	$4.33K	Hold	18	–	–	﹤0.01%	492
2021 Q1	$5.01K	Hold	18	–	–	﹤0.01%	496
2020 Q4	$5K	Hold	18	–	–	﹤0.01%	486
2020 Q3	$7.13K	Hold	18	–	–	﹤0.01%	410
2020 Q2	$10.2K	Hold	18	–	–	﹤0.01%	381
2020 Q1	$4K	Buy	+18	New	+$3.12K	﹤0.01%	404

Other funds holding CODX

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SAM

Smartleaf Asset Management Boston, Massachusetts $2.77B AUM 22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Danske Bank Copenhagen K, Denmark $41.5B AUM 29.19% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Heritage Wealth Advisors's CODX Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Co-Diagnostics (CODX) stake by 5.6% in Q1 2026, selling an estimated $3 and leaving 17 shares worth $32. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Heritage Wealth Advisors first reported a position in CODX in Q1 2020 and has held it in 25 quarters since. The position peaked at $10.2K in Q2 2020. 14 funds tracked by Wall St. Rank hold CODX as of Q1 2026.

Heritage Wealth Advisors held 17 shares of Co-Diagnostics worth $32 as of Q1 2026.
Heritage Wealth Advisors sold 1 Co-Diagnostics share in Q1 2026, an estimated $3.
Co-Diagnostics made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #670 holding.
Heritage Wealth Advisors first reported a position in Co-Diagnostics in Q1 2020 and has held it in 25 quarters since.
Heritage Wealth Advisors's Co-Diagnostics position peaked at $10.2K in Q2 2020.
14 funds tracked by Wall St. Rank held Co-Diagnostics as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.