HWA
JLL icon

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
Q2 		$5.58K Hold
18
– – ﹤0.01% 563
2026
Q1 		$5.48K Buy
+18
New +$5.81K ﹤0.01% 562

Other funds holding JLL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Heritage Wealth Advisors held its Jones Lang LaSalle (JLL) position steady in Q2 2026 at 18 shares worth $5.58K. The position accounts for ﹤0.01% of the portfolio, ranked #563.

Heritage Wealth Advisors first reported a position in JLL in Q1 2026 and has held it in 2 quarters since. 664 funds tracked by Wall St. Rank hold JLL as of Q2 2026.

  • Heritage Wealth Advisors held 18 shares of Jones Lang LaSalle worth $5.58K as of Q2 2026.
  • Heritage Wealth Advisors left its Jones Lang LaSalle share count unchanged in Q2 2026.
  • Jones Lang LaSalle made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #563 holding.
  • Heritage Wealth Advisors first reported a position in Jones Lang LaSalle in Q1 2026 and has held it in 2 quarters since.
  • 664 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2026.

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