Heritage Wealth Advisors
IONQ icon

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
Q3 		– Sell
-100
Closed -$5.33K – 402
2026
Q2 		$5.33K Hold
100
– – ﹤0.01% 565
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UNICOM Systems
UNICOM Systems Las Vegas, Nevada $1.46B AUM 70.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Heritage Wealth Advisors's IONQ Position: Q3 2026 in Review

Heritage Wealth Advisors sold out of IonQ (IONQ) in Q3 2026, closing a stake of 100 shares — an estimated $5.33K sold.

Heritage Wealth Advisors first reported a position in IONQ in Q2 2025 and held it in 5 quarters. The position peaked at $5.33K in Q2 2026. 404 funds tracked by Wall St. Rank hold IONQ as of Q3 2026.

  • Heritage Wealth Advisors reported no remaining IonQ position as of Q3 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 100 IonQ shares in Q3 2026, an estimated $5.33K.
  • Heritage Wealth Advisors first reported a position in IonQ in Q2 2025 and held it in 5 quarters.
  • Heritage Wealth Advisors's IonQ position peaked at $5.33K in Q2 2026.
  • 404 funds tracked by Wall St. Rank held IonQ as of Q3 2026.

Based on Heritage Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.