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Heritage Wealth Advisors’s Etsy ETSY Stock Holding History

Heritage Wealth Advisors’s Portfolio ETSY Stock Details ETSY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.2K Sell
188
-222
-54% -$14.3K ﹤0.01% 489
2026
Q1 		$20.5K Sell
410
-80
-16% -$4.37K ﹤0.01% 438
2025
Q4 		$27.2K Hold
490
– – ﹤0.01% 375
2025
Q3 		$32.5K Hold
490
– – ﹤0.01% 336
2025
Q2 		$24.6K Buy
490
+405
+476% +$20.1K ﹤0.01% 354
2025
Q1 		$4.01K Hold
85
– – ﹤0.01% 468
2024
Q4 		$4.5K Hold
85
– – ﹤0.01% 504
2024
Q3 		$4.72K Hold
85
– – ﹤0.01% 486
2024
Q2 		$5.01K Hold
85
– – ﹤0.01% 450
2024
Q1 		$5.84K Hold
85
– – ﹤0.01% 465
2023
Q4 		$6.89K Hold
85
– – ﹤0.01% 470
2023
Q3 		$5.49K Hold
85
– – ﹤0.01% 436
2023
Q2 		$7.19K Hold
85
– – ﹤0.01% 451
2023
Q1 		$9.46K Hold
85
– – ﹤0.01% 446
2022
Q4 		$10.2K Sell
85
-40
-32% -$4.58K ﹤0.01% 450
2022
Q3 		$12.5K Hold
125
– – ﹤0.01% 410
2022
Q2 		$9K Buy
125
+75
+150% +$6.85K ﹤0.01% 470
2022
Q1 		$6K Buy
50
+10
+25% +$1.49K ﹤0.01% 465
2021
Q4 		$9K Buy
+40
New +$9.64K ﹤0.01% 458
2020
Q1 		– Sell
-348
Closed -$15.4K – 487
2019
Q4 		$15.4K Buy
+348
New +$16.6K ﹤0.01% 394

Other funds holding ETSY

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $22.7B AUM 59.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Heritage Wealth Advisors's ETSY Position: Q2 2026 in Review

Heritage Wealth Advisors reduced its Etsy (ETSY) stake by 54% in Q2 2026, selling an estimated $14.3K and leaving 188 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Heritage Wealth Advisors first reported a position in ETSY in Q4 2019 and has held it in 20 quarters since. The position peaked at $32.5K in Q3 2025. 555 funds tracked by Wall St. Rank hold ETSY as of Q2 2026.

  • Heritage Wealth Advisors held 188 shares of Etsy worth $14.2K as of Q2 2026.
  • Heritage Wealth Advisors sold 222 Etsy shares in Q2 2026, an estimated $14.3K.
  • Etsy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #489 holding.
  • Heritage Wealth Advisors first reported a position in Etsy in Q4 2019 and has held it in 20 quarters since.
  • Heritage Wealth Advisors's Etsy position peaked at $32.5K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Etsy as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.