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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
EIM
Elliott Investment Management West Palm Beach, Florida $20.1B AUM 60.76% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Heritage Wealth Advisors reduced its Etsy (ETSY) stake by 16% in Q1 2026, selling an estimated $4.37K and leaving 410 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Heritage Wealth Advisors first reported a position in ETSY in Q4 2019 and has held it in 19 quarters since. The position peaked at $32.5K in Q3 2025. 490 funds tracked by Wall St. Rank hold ETSY as of Q1 2026.

  • Heritage Wealth Advisors held 410 shares of Etsy worth $20.5K as of Q1 2026.
  • Heritage Wealth Advisors sold 80 Etsy shares in Q1 2026, an estimated $4.37K.
  • Etsy made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #438 holding.
  • Heritage Wealth Advisors first reported a position in Etsy in Q4 2019 and has held it in 19 quarters since.
  • Heritage Wealth Advisors's Etsy position peaked at $32.5K in Q3 2025.
  • 490 funds tracked by Wall St. Rank held Etsy as of Q1 2026.

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