Heritage Wealth Advisors’s RPM International RPM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.8K	Buy	646 +300	+87%	+$31.3K	﹤0.01%	298
2026 Q1	$34.4K	Hold	346	–	–	﹤0.01%	377
2025 Q4	$36K	Hold	346	–	–	﹤0.01%	348
2025 Q3	$40.8K	Hold	346	–	–	﹤0.01%	316
2025 Q2	$38K	Hold	346	–	–	﹤0.01%	315
2025 Q1	$40K	Hold	346	–	–	﹤0.01%	316
2024 Q4	$42.6K	Hold	346	–	–	﹤0.01%	325
2024 Q3	$41.9K	Hold	346	–	–	﹤0.01%	342
2024 Q2	$37.3K	Hold	346	–	–	﹤0.01%	338
2024 Q1	$41.2K	Sell	346 -300	-46%	-$33.4K	﹤0.01%	344
2023 Q4	$72.1K	Hold	646	–	–	﹤0.01%	302
2023 Q3	$61.2K	Hold	646	–	–	﹤0.01%	282
2023 Q2	$58K	Hold	646	–	–	﹤0.01%	302
2023 Q1	$56.4K	Hold	646	–	–	﹤0.01%	305
2022 Q4	$63K	Hold	646	–	–	﹤0.01%	296
2022 Q3	$53.8K	Sell	646 -33	-5%	-$2.93K	﹤0.01%	292
2022 Q2	$53K	Hold	679	–	–	﹤0.01%	323
2022 Q1	$55K	Sell	679 -718	-51%	-$61.6K	﹤0.01%	310
2021 Q4	$141K	Sell	1,397 -3	-0.2%	-$273	0.01%	233
2021 Q3	$109K	Hold	1,400	–	–	0.01%	242
2021 Q2	$124K	Hold	1,400	–	–	0.01%	235
2021 Q1	$129K	Hold	1,400	–	–	0.01%	237
2020 Q4	$127K	Hold	1,400	–	–	0.01%	233
2020 Q3	$116K	Hold	1,400	–	–	0.02%	193
2020 Q2	$105K	Hold	1,400	–	–	0.01%	199
2020 Q1	$83.3K	Hold	1,400	–	–	0.01%	208
2019 Q4	$107K	Hold	1,400	–	–	0.01%	225
2019 Q3	$96K	Hold	1,400	–	–	0.01%	214
2019 Q2	$85.6K	Hold	1,400	–	–	0.01%	208
2019 Q1	$81.3K	Hold	1,400	–	–	0.01%	192
2018 Q4	$82K	Sell	1,400 -67	-5%	-$4.1K	0.02%	173
2018 Q3	$95K	Buy	+1,467	New	+$94.5K	0.02%	161

Other funds holding RPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Aristotle Capital Management Los Angeles, California $47.7B AUM 13.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Heritage Wealth Advisors increased its RPM International (RPM) stake by 87% in Q2 2026, buying an estimated $31.3K and bringing the position to 646 shares worth $71.8K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Heritage Wealth Advisors first reported a position in RPM in Q3 2018 and has held it in 32 quarters since. The position peaked at $141K in Q4 2021. 796 funds tracked by Wall St. Rank hold RPM as of Q2 2026.

Heritage Wealth Advisors held 646 shares of RPM International worth $71.8K as of Q2 2026.
Heritage Wealth Advisors bought 300 RPM International shares in Q2 2026, an estimated $31.3K.
RPM International made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #298 holding.
Heritage Wealth Advisors first reported a position in RPM International in Q3 2018 and has held it in 32 quarters since.
Heritage Wealth Advisors's RPM International position peaked at $141K in Q4 2021.
796 funds tracked by Wall St. Rank held RPM International as of Q2 2026.

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