Heritage Wealth Advisors’s Labcorp LH Stock Holding History

Heritage Wealth Advisors’s Portfolio LH Stock Details LH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-17	Closed	-$3.9K	–	618
2024 Q4	$3.9K	Buy	17 +3	+21%	+$688	﹤0.01%	519
2024 Q3	$3.13K	Buy	+14	New	+$3.08K	﹤0.01%	522
2022 Q4	–	Sell	-111	Closed	-$19.5K	–	571
2022 Q3	$19.5K	Hold	111	–	–	﹤0.01%	385
2022 Q2	$22K	Hold	111	–	–	﹤0.01%	415
2022 Q1	$25K	Hold	111	–	–	﹤0.01%	382
2021 Q4	$30K	Hold	111	–	–	﹤0.01%	370
2021 Q3	$26.7K	Hold	111	–	–	﹤0.01%	379
2021 Q2	$26.2K	Hold	111	–	–	﹤0.01%	392
2021 Q1	$24.2K	Buy	+111	New	+$22.3K	﹤0.01%	407
2020 Q1	–	Sell	-14	Closed	-$2.03K	–	521
2019 Q4	$2.03K	Buy	+14	New	+$2.02K	﹤0.01%	557
2019 Q2	–	Sell	-64	Closed	-$8.41K	–	470
2019 Q1	$8.41K	Hold	64	–	–	﹤0.01%	366
2018 Q4	$6K	Hold	64	–	–	﹤0.01%	335
2018 Q3	$9K	Buy	+64	New	+$9.73K	﹤0.01%	308

Other funds holding LH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Advisors's LH Position: Q1 2025 in Review

Heritage Wealth Advisors sold out of Labcorp (LH) in Q1 2025, closing a stake of 17 shares — an estimated $3.9K sold.

Heritage Wealth Advisors first reported a position in LH in Q3 2018 and held it in 13 quarters. The position peaked at $30K in Q4 2021. 972 funds tracked by Wall St. Rank hold LH as of Q1 2025.

Heritage Wealth Advisors reported no remaining Labcorp position as of Q1 2025 after selling out during the quarter.
Heritage Wealth Advisors sold 17 Labcorp shares in Q1 2025, an estimated $3.9K.
Heritage Wealth Advisors first reported a position in Labcorp in Q3 2018 and held it in 13 quarters.
Heritage Wealth Advisors's Labcorp position peaked at $30K in Q4 2021.
972 funds tracked by Wall St. Rank held Labcorp as of Q1 2025.

Based on Heritage Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.