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Heritage Wealth Advisors’s IonQ IONQ Stock Holding History

Heritage Wealth Advisors’s Portfolio IONQ Stock Details IONQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.88K Hold
100
– – ﹤0.01% 608
2025
Q4 		$4.49K Buy
100
+25
+33% +$1.4K ﹤0.01% 504
2025
Q3 		$4.61K Sell
75
-3
-4% -$141 ﹤0.01% 473
2025
Q2 		$3.35K Buy
+78
New +$2.61K ﹤0.01% 485

Other funds holding IONQ

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DE
Defiance ETFs New York $6.98B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Heritage Wealth Advisors held its IonQ (IONQ) position steady in Q1 2026 at 100 shares worth $2.88K. The position accounts for ﹤0.01% of the portfolio, ranked #608.

Heritage Wealth Advisors first reported a position in IONQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.61K in Q3 2025. 629 funds tracked by Wall St. Rank hold IONQ as of Q1 2026.

  • Heritage Wealth Advisors held 100 shares of IonQ worth $2.88K as of Q1 2026.
  • Heritage Wealth Advisors left its IonQ share count unchanged in Q1 2026.
  • IonQ made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #608 holding.
  • Heritage Wealth Advisors first reported a position in IonQ in Q2 2025 and has held it in 4 quarters since.
  • Heritage Wealth Advisors's IonQ position peaked at $4.61K in Q3 2025.
  • 629 funds tracked by Wall St. Rank held IonQ as of Q1 2026.

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