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Heritage Wealth Advisors’s Targa Resources TRGP Stock Holding History

Heritage Wealth Advisors’s Portfolio TRGP Stock Details TRGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.29K Hold
16
– – ﹤0.01% 583
2026
Q1 		$4.01K Hold
16
– – ﹤0.01% 581
2025
Q4 		$2.95K Hold
16
– – ﹤0.01% 530
2025
Q3 		$2.68K Sell
16
-3
-16% -$500 ﹤0.01% 510
2025
Q2 		$3.31K Hold
19
– – ﹤0.01% 488
2025
Q1 		$3.81K Hold
19
– – ﹤0.01% 472
2024
Q4 		$3.39K Buy
19
+3
+19% +$538 ﹤0.01% 525
2024
Q3 		$2.37K Buy
+16
New +$2.25K ﹤0.01% 542

Other funds holding TRGP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Heritage Wealth Advisors held its Targa Resources (TRGP) position steady in Q2 2026 at 16 shares worth $4.29K. The position accounts for ﹤0.01% of the portfolio, ranked #583.

Heritage Wealth Advisors first reported a position in TRGP in Q3 2024 and has held it in 8 quarters since. 1,097 funds tracked by Wall St. Rank hold TRGP as of Q2 2026.

  • Heritage Wealth Advisors held 16 shares of Targa Resources worth $4.29K as of Q2 2026.
  • Heritage Wealth Advisors left its Targa Resources share count unchanged in Q2 2026.
  • Targa Resources made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #583 holding.
  • Heritage Wealth Advisors first reported a position in Targa Resources in Q3 2024 and has held it in 8 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Targa Resources as of Q2 2026.

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