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Heritage Wealth Advisors’s TTEC Holdings TTEC Stock Holding History

Heritage Wealth Advisors’s Portfolio TTEC Stock Details TTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-1,850
Closed -$4.63K – 729
2026
Q1 		$4.63K Buy
+1,850
New +$5.29K ﹤0.01% 571

Other funds holding TTEC

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JFGLC
Johnson Financial Group LLC (Colorado) Denver, Colorado $1.86B AUM 22.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $3.67B AUM 121.12% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Heritage Wealth Advisors sold out of TTEC Holdings (TTEC) in Q2 2026, closing a stake of 1,850 shares — an estimated $4.63K sold.

Heritage Wealth Advisors first reported a position in TTEC in Q1 2026 and held it in 1 quarter. The position peaked at $4.63K in Q1 2026. 85 funds tracked by Wall St. Rank hold TTEC as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining TTEC Holdings position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 1,850 TTEC Holdings shares in Q2 2026, an estimated $4.63K.
  • Heritage Wealth Advisors first reported a position in TTEC Holdings in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Advisors's TTEC Holdings position peaked at $4.63K in Q1 2026.
  • 85 funds tracked by Wall St. Rank held TTEC Holdings as of Q2 2026.

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