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Heritage Wealth Advisors’s Leidos LDOS Stock Holding History

Heritage Wealth Advisors’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-342
Closed -$53.2K – 717
2026
Q1 		$53.2K Buy
+342
New +$61.4K ﹤0.01% 318
2020
Q1 		– Sell
-39
Closed -$3.82K – 519
2019
Q4 		$3.82K Buy
+39
New +$3.44K ﹤0.01% 462

Other funds holding LDOS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of Leidos (LDOS) in Q2 2026, closing a stake of 342 shares — an estimated $53.2K sold.

Heritage Wealth Advisors first reported a position in LDOS in Q4 2019 and held it in 2 quarters. The position peaked at $53.2K in Q1 2026. 770 funds tracked by Wall St. Rank hold LDOS as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Leidos position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 342 Leidos shares in Q2 2026, an estimated $53.2K.
  • Heritage Wealth Advisors first reported a position in Leidos in Q4 2019 and held it in 2 quarters.
  • Heritage Wealth Advisors's Leidos position peaked at $53.2K in Q1 2026.
  • 770 funds tracked by Wall St. Rank held Leidos as of Q2 2026.

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