Heritage Wealth Advisors’s Toro Company TTC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$20.6K	Sell	220 -270	-55%	-$25.4K	﹤0.01%	436
2025 Q4	$38.6K	Hold	490	–	–	﹤0.01%	342
2025 Q3	$37.3K	Hold	490	–	–	﹤0.01%	326
2025 Q2	$34.6K	Sell	490 -1,000	-67%	-$71K	﹤0.01%	327
2025 Q1	$108K	Sell	1,490 -180	-11%	-$14.2K	0.01%	236
2024 Q4	$134K	Hold	1,670	–	–	0.01%	233
2024 Q3	$145K	Hold	1,670	–	–	0.01%	239
2024 Q2	$156K	Hold	1,670	–	–	0.01%	223
2024 Q1	$153K	Hold	1,670	–	–	0.01%	232
2023 Q4	$160K	Hold	1,670	–	–	0.01%	229
2023 Q3	$139K	Hold	1,670	–	–	0.01%	226
2023 Q2	$170K	Hold	1,670	–	–	0.01%	216
2023 Q1	$186K	Hold	1,670	–	–	0.01%	208
2022 Q4	$189K	Hold	1,670	–	–	0.01%	215
2022 Q3	$144K	Hold	1,670	–	–	0.01%	227
2022 Q2	$127K	Buy	+1,670	New	+$136K	0.01%	239

Other funds holding TTC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Allspring Global Investments

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

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Geode Capital Management

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