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Heritage Wealth Management (Ohio)’s Piper Sandler PIPR Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-5,544
Closed -$471K – 222
2025
Q4 		$471K Buy
5,544
+660
+14% +$55.7K 0.13% 159
2025
Q3 		$424K Hold
4,884
– – 0.12% 158
2025
Q2 		$339K Hold
4,884
– – 0.11% 174
2025
Q1 		$302K Sell
4,884
-4
-0.1% -$286 0.1% 184
2024
Q4 		$367K Hold
4,888
– – 0.12% 164
2024
Q3 		$347K Hold
4,888
– – 0.11% 167
2024
Q2 		$284K Buy
+4,888
New +$250K 0.1% 184

Other funds holding PIPR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PIPR Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 5,544 shares — an estimated $471K sold.

Heritage Wealth Management (Ohio) first reported a position in PIPR in Q2 2024 and held it in 7 quarters. The position peaked at $471K in Q4 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Heritage Wealth Management (Ohio) reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Heritage Wealth Management (Ohio) sold 5,544 Piper Sandler shares in Q1 2026, an estimated $471K.
  • Heritage Wealth Management (Ohio) first reported a position in Piper Sandler in Q2 2024 and held it in 7 quarters.
  • Heritage Wealth Management (Ohio)'s Piper Sandler position peaked at $471K in Q4 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.