Heritage Family Offices, LLP Sells in Q4 2025

Heritage Family Offices, LLP

  • $220 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MC
Moelis & CO

Financial Services
-655
- 12.03%
$62.14 - $72.09 $40.7K - $47.2K
4.79K $329M
PATK
Patrick Industries Inc

Consumer Cyclical
-652
- 24.69%
$96.96 - $106.47 $63.2K - $69.4K
1.99K $216M
BOOT
Boot Barn Holdings, Inc.

Consumer Cyclical
-432
- 23.13%
$163.36 - $202.07 $70.6K - $87.3K
1.44K $253M
MDT
Medtronic PLC

Healthcare
-653
- 8.08%
$90.06 - $98.43 $58.8K - $64.3K
7.43K $714M
MCRI
Monarch Casino & Resort Inc

Consumer Cyclical
-291
- 10.47%
$89.05 - $105.64 $25.9K - $30.7K
2.49K $238M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-100
- 13.81%
$589.5 - $635.77 $59K - $63.6K
624 $383M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-828
- 15.23%
$63.25 - $66.24 $52.4K - $54.8K
4.61K $304M
KFY
Korn Ferry

Industrials
-494
- 11.26%
$64.22 - $71.33 $31.7K - $35.2K
3.89K $257M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-284
- 10.65%
$92.28 - $109.23 $26.2K - $31K
2.38K $242M
CPK
Chesapeake Utilities Corp

Utilities
-218
- 11.15%
$127.28 - $138.81 $27.7K - $30.3K
1.74K $217M
STC
Stewart Information Services Corp

Financial Services
-460
- 11.47%
$67.31 - $75.19 $31K - $34.6K
3.55K $250M
DE
Deere & CO

Industrials
-128
- 7.04%
$439.11 - $480.78 $56.2K - $61.5K
1.69K $786M
IDA
Idacorp Inc

Utilities
-241
- 10.47%
$127.98 - $137.7 $30.8K - $33.2K
2.06K $261M
BIDU
Baidu, Inc.

Communication Services
-300
- 15.82%
$116.0 - $144.91 $34.8K - $43.5K
1.6K $209M
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-308
- 8.99%
$88.26 - $94.73 $27.2K - $29.2K
3.12K $281M
ZWS
Zurn Water Solutions Corp

Industrials
-655
- 5.68%
$45.58 - $48.14 $29.9K - $31.5K
10.9K $506M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-332
- 12.75%
$114.27 - $121.15 $37.9K - $40.2K
2.27K $273M
SITE
Site One Landscape Supply, Inc.

Industrials
-225
- 12.09%
$116.99 - $132.15 $26.3K - $29.7K
1.64K $204M
AUB
Atlantic Union Bankshares Corp

Financial Services
-940
- 9.78%
$32.36 - $36.13 $30.4K - $34K
8.67K $306M
SU
Suncor Energy Inc

Energy
-1.78K
- 9.82%
$38.17 - $44.36 $67.8K - $78.8K
16.3K $723M
EXLS
Exl Service Holdings, Inc.

Technology
-557
- 10.03%
$38.54 - $43.71 $21.5K - $24.3K
5K $212M
GOLF
Acushnet Holdings Corp.

Consumer Cyclical
-443
- 13.21%
$75.29 - $82.04 $33.4K - $36.3K
2.91K $232M
UTZ
Utz Brands, Inc.

Consumer Defensive
-886
- 7.44%
$9.91 - $12.63 $8.78K - $11.2K
11K $114M
NVS
Novartis Ag

Healthcare
-617
- 10.7%
$121.8 - $132.39 $75.2K - $81.7K
5.15K $710M
ROL
Rollins Inc

Consumer Cyclical
-607
- 7.11%
$53.87 - $59.67 $32.7K - $36.2K
7.93K $476M
SIGI
Selective Insurance Group Inc

Financial Services
-421
- 11.11%
$74.02 - $84.28 $31.2K - $35.5K
3.37K $282M
HLNE
Hamilton Lane Inc

Financial Services
-178
- 8.24%
$113.96 - $134.5 $20.3K - $23.9K
1.98K $266M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-264
- 0.87%
$42.66 - $43.29 $11.3K - $11.4K
29.9K $1.28B
THO
Thor Industries Inc

Consumer Cyclical
-198
- 7.92%
$98.65 - $110.79 $19.5K - $21.9K
2.3K $236M
SAIA
Saia Inc

Industrials
-160
- 14.71%
$267.92 - $322.39 $42.9K - $51.6K
928 $303M
FSCO
Fs Cr Opportunities Corp Com
-454
- 1.4%
N/A
32K $201M
NTST
Netstreit Corp.

Real Estate
-1.01K
- 9.12%
$18.07 - $19.54 $18.3K - $19.8K
10.1K $178M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-207
- 9.77%
$312.18 - $378.94 $64.6K - $78.4K
1.91K $683M
EXPO
Exponent Inc

Industrials
-272
- 7.5%
$65.27 - $73.66 $17.8K - $20K
3.36K $233M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-83
- 1.39%
$70.3 - $73.05 $5.83K - $6.06K
5.89K $421M
BLKB
Blackbaud Inc

Technology
-228
- 6.61%
$57.0 - $67.95 $13K - $15.5K
3.22K $204M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-255
- 1.15%
$46.57 - $47.16 $11.9K - $12K
21.9K $1.02B
IWF
Ishares Russell 1000 Gr ETF

ETFs
-33
- 6.96%
$459.47 - $491.71 $15.2K - $16.2K
441 $209M
AEIS
Advanced Energy Industries Inc

Industrials
-503
- 20.7%
$169.62 - $225.8 $85.3K - $114K
1.93K $403M
COHU
Cohu Inc

Technology
-1.76K
- 16.47%
$18.74 - $24.32 $33K - $42.8K
8.92K $208M
Blackrock ETF Trust Ii
-66
- 0.36%
N/A
18.5K $955M
Ul Solutions Inc
-645
- 11.1%
N/A
5.17K $407M
BHE
Benchmark Electronics Inc

Technology
-712
- 11.41%
$35.97 - $46.7 $25.6K - $33.3K
5.53K $236M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
-429
- 4.12%
$28.8 - $31.72 $12.4K - $13.6K
9.99K $314M
RAMP
Live Ramp Holdings, Inc.

Technology
-591
- 7.78%
$26.85 - $30.88 $15.9K - $18.3K
7.01K $206M
VGT
Vanguard Information Technolog

ETFs
-3
- 0.97%
$736.33 - $801.52 $2.21K - $2.4K
306 $231M
SPGI
S&P Global Inc.

Financial Services
-77
- 6.78%
$472.05 - $502.96 $36.3K - $38.7K
1.06K $553M
MCO
Moodys Corp

Financial Services
-162
- 6.52%
$468.56 - $495.08 $75.9K - $80.2K
2.32K $1.19B
ACN
Accenture PLC

Technology
-150
- 7.19%
$234.02 - $253.35 $35.1K - $38K
1.94K $519M
Activity Summary
Buys All Purchases 69 New Holdings 23 Increased Positions 46 Sells All Sells 116 Reductions 116 Sold out 0 Options Calls 0 Puts 0
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