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Heritage Wealth Management (Ohio)’s Keysight KEYS Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio KEYS Stock Details KEYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$397K Hold
1,135
– – 0.1% 194
2026
Q1 		$320K Hold
1,135
– – 0.16% 121
2025
Q4 		$231K Sell
1,135
-20
-2% -$3.71K 0.06% 237
2025
Q3 		$202K Buy
+1,155
New +$192K 0.06% 243

Other funds holding KEYS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heritage Wealth Management (Ohio) held its Keysight (KEYS) position steady in Q2 2026 at 1,135 shares worth $397K. The position accounts for 0.1% of the portfolio, ranked #194.

Heritage Wealth Management (Ohio) first reported a position in KEYS in Q3 2025 and has held it in 4 quarters since. 1,255 funds tracked by Wall St. Rank hold KEYS as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 1,135 shares of Keysight worth $397K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its Keysight share count unchanged in Q2 2026.
  • Keysight made up 0.1% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #194 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Keysight in Q3 2025 and has held it in 4 quarters since.
  • 1,255 funds tracked by Wall St. Rank held Keysight as of Q2 2026.

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