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Heritage Wealth Advisors’s CEL-SCI Corp CVM Stock Holding History

Heritage Wealth Advisors’s Portfolio CVM Stock Details CVM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1
Closed -$6 – 580
2025
Q1 		$6 Hold
1
– – ﹤0.01% 574
2024
Q4 		$11 Hold
1
– – ﹤0.01% 621
2024
Q3 		$30 Hold
1
– – ﹤0.01% 616
2024
Q2 		$32 Hold
1
– – ﹤0.01% 512
2024
Q1 		$53 Hold
1
– – ﹤0.01% 536
2023
Q4 		$76 Hold
1
– – ﹤0.01% 541
2023
Q3 		$35 Hold
1
– – ﹤0.01% 512
2023
Q2 		$67 Hold
1
– – ﹤0.01% 549
2023
Q1 		$65 Hold
1
– – ﹤0.01% 566
2022
Q4 		$66 Hold
1
– – ﹤0.01% 556
2022
Q3 		$87 Hold
1
– – ﹤0.01% 526
2022
Q2 		$0 Hold
1
– – ﹤0.01% 559
2022
Q1 		$0 Buy
+1
New +$163 ﹤0.01% 540

Other funds holding CVM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Chilton Capital Management Houston, Texas $2.87B AUM 25.44% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AIC
Archer Investment Corporation Carmel, Indiana $469M AUM 19.1% 1-Year Est. Return

Heritage Wealth Advisors's CVM Position: Q2 2025 in Review

Heritage Wealth Advisors sold out of CEL-SCI Corp (CVM) in Q2 2025, closing a stake of 1 share — an estimated $6 sold.

Heritage Wealth Advisors first reported a position in CVM in Q1 2022 and held it in 13 quarters. The position peaked at $87 in Q3 2022. 28 funds tracked by Wall St. Rank hold CVM as of Q2 2025.

  • Heritage Wealth Advisors reported no remaining CEL-SCI Corp position as of Q2 2025 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1 CEL-SCI Corp share in Q2 2025, an estimated $6.
  • Heritage Wealth Advisors first reported a position in CEL-SCI Corp in Q1 2022 and held it in 13 quarters.
  • Heritage Wealth Advisors's CEL-SCI Corp position peaked at $87 in Q3 2022.
  • 28 funds tracked by Wall St. Rank held CEL-SCI Corp as of Q2 2025.

Based on Heritage Wealth Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.