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Invera Wealth Advisors’s L3Harris LHX Stock Holding History

Invera Wealth Advisors’s Portfolio LHX Stock Details LHX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,385
Closed -$1.13M – 89
2025
Q1 		$1.13M Buy
+5,385
New +$1.13M 0.73% 48
2024
Q1 		– Sell
-3,127
Closed -$659K – 85
2023
Q4 		$659K Buy
+3,127
New +$587K 0.41% 70

Other funds holding LHX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invera Wealth Advisors's LHX Position: Q2 2025 in Review

Invera Wealth Advisors sold out of L3Harris (LHX) in Q2 2025, closing a stake of 5,385 shares — an estimated $1.13M sold.

Invera Wealth Advisors first reported a position in LHX in Q4 2023 and held it in 2 quarters. The position peaked at $1.13M in Q1 2025. 1,446 funds tracked by Wall St. Rank hold LHX as of Q2 2025.

  • Invera Wealth Advisors reported no remaining L3Harris position as of Q2 2025 after selling out during the quarter.
  • Invera Wealth Advisors sold 5,385 L3Harris shares in Q2 2025, an estimated $1.13M.
  • Invera Wealth Advisors first reported a position in L3Harris in Q4 2023 and held it in 2 quarters.
  • Invera Wealth Advisors's L3Harris position peaked at $1.13M in Q1 2025.
  • 1,446 funds tracked by Wall St. Rank held L3Harris as of Q2 2025.

Based on Invera Wealth Advisors's 13F filing for Q2 2025, filed 29 Oct 2025.