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Heritage Wealth Advisors’s Jones Lang LaSalle JLL Stock Holding History

Heritage Wealth Advisors’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.48K Buy
+18
New +$5.81K ﹤0.01% 562

Other funds holding JLL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Heritage Wealth Advisors opened a new position in Jones Lang LaSalle (JLL) in Q1 2026: 18 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #562 among its holdings.

655 funds tracked by Wall St. Rank hold JLL as of Q1 2026.

  • Heritage Wealth Advisors held 18 shares of Jones Lang LaSalle worth $5.48K as of Q1 2026.
  • Jones Lang LaSalle was a new Heritage Wealth Advisors position in Q1 2026.
  • Jones Lang LaSalle made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #562 holding.
  • 655 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q1 2026.

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