HWA
TYL icon

Heritage Wealth Advisors’s Tyler Technologies TYL Stock Holding History

Heritage Wealth Advisors’s Portfolio TYL Stock Details TYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.63K Hold
9
– – ﹤0.01% 618
2026
Q1 		$3.08K Buy
+9
New +$3.35K ﹤0.01% 597
2022
Q1 		– Sell
-290
Closed -$156K – 561
2021
Q4 		$156K Hold
290
– – 0.01% 224
2021
Q3 		$133K Hold
290
– – 0.01% 228
2021
Q2 		$131K Hold
290
– – 0.01% 232
2021
Q1 		$123K Sell
290
-60
-17% -$25.9K 0.01% 244
2020
Q4 		$153K Buy
+350
New +$144K 0.01% 219

Other funds holding TYL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heritage Wealth Advisors held its Tyler Technologies (TYL) position steady in Q2 2026 at 9 shares worth $2.63K. The position accounts for ﹤0.01% of the portfolio, ranked #618.

Heritage Wealth Advisors first reported a position in TYL in Q4 2020 and has held it in 7 quarters since. The position peaked at $156K in Q4 2021. 764 funds tracked by Wall St. Rank hold TYL as of Q2 2026.

  • Heritage Wealth Advisors held 9 shares of Tyler Technologies worth $2.63K as of Q2 2026.
  • Heritage Wealth Advisors left its Tyler Technologies share count unchanged in Q2 2026.
  • Tyler Technologies made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #618 holding.
  • Heritage Wealth Advisors first reported a position in Tyler Technologies in Q4 2020 and has held it in 7 quarters since.
  • Heritage Wealth Advisors's Tyler Technologies position peaked at $156K in Q4 2021.
  • 764 funds tracked by Wall St. Rank held Tyler Technologies as of Q2 2026.

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