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Heritage Wealth Management (Ohio)’s KB Home KBH Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio KBH Stock Details KBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$444K Sell
7,095
-125
-2% -$6.5K 0.11% 179
2026
Q1 		$374K Hold
7,220
– – 0.19% 111
2025
Q4 		$407K Hold
7,220
– – 0.11% 173
2025
Q3 		$459K Hold
7,220
– – 0.13% 149
2025
Q2 		$382K Sell
7,220
-150
-2% -$7.98K 0.12% 168
2025
Q1 		$428K Sell
7,370
-1,150
-13% -$73.2K 0.15% 151
2024
Q4 		$560K Hold
8,520
– – 0.19% 125
2024
Q3 		$730K Sell
8,520
-200
-2% -$16.1K 0.24% 106
2024
Q2 		$575K Buy
+8,720
New +$594K 0.19% 121

Other funds holding KBH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s KBH Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) reduced its KB Home (KBH) stake by 1.7% in Q2 2026, selling an estimated $6.5K and leaving 7,095 shares worth $444K. The position accounts for 0.11% of the portfolio, ranked #179.

Heritage Wealth Management (Ohio) first reported a position in KBH in Q2 2024 and has held it in 9 quarters since. The position peaked at $730K in Q3 2024. 379 funds tracked by Wall St. Rank hold KBH as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 7,095 shares of KB Home worth $444K as of Q2 2026.
  • Heritage Wealth Management (Ohio) sold 125 KB Home shares in Q2 2026, an estimated $6.5K.
  • KB Home made up 0.11% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #179 holding.
  • Heritage Wealth Management (Ohio) first reported a position in KB Home in Q2 2024 and has held it in 9 quarters since.
  • Heritage Wealth Management (Ohio)'s KB Home position peaked at $730K in Q3 2024.
  • 379 funds tracked by Wall St. Rank held KB Home as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.