Heritage Wealth Management (Ohio)
PIPR icon

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
Q3 		$366K Hold
5,544
– – 0.09% 192
2026
Q2 		$401K Buy
+5,544
New +$450K 0.1% 189
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
North Reef Capital Management
North Reef Capital Management Laguna Beach, California $2.78B AUM 0.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Stephens Investment Management Group
Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Heritage Wealth Management (Ohio)'s PIPR Position: Q3 2026 in Review

Heritage Wealth Management (Ohio) held its Piper Sandler (PIPR) position steady in Q3 2026 at 5,544 shares worth $366K. The position accounts for 0.09% of the portfolio, ranked #192.

Heritage Wealth Management (Ohio) first reported a position in PIPR in Q2 2024 and has held it in 9 quarters since. The position peaked at $471K in Q4 2025. 329 funds tracked by Wall St. Rank hold PIPR as of Q3 2026.

  • Heritage Wealth Management (Ohio) held 5,544 shares of Piper Sandler worth $366K as of Q3 2026.
  • Heritage Wealth Management (Ohio) left its Piper Sandler share count unchanged in Q3 2026.
  • Piper Sandler made up 0.09% of Heritage Wealth Management (Ohio)'s portfolio in Q3 2026, its #192 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Piper Sandler in Q2 2024 and has held it in 9 quarters since.
  • Heritage Wealth Management (Ohio)'s Piper Sandler position peaked at $471K in Q4 2025.
  • 329 funds tracked by Wall St. Rank held Piper Sandler as of Q3 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q3 2026, filed 28 Oct 2026.