Back to MS-PQ
Heritage Wealth Management, Inc. → MS-PQ
Heritage Wealth Management, Inc. MS-PQ Position History
MS-PQ
Quarters held
5
Latest value
$4.1M
Q3 2026
Peak value
$4.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $319K |
| Q4 2025 | $3.2M |
| Q1 2026 | $3.8M |
| Q2 2026 | $4.1M |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 84.1K | — | — |
| Q2 2026 | $4.1M | 81.7K | — | — |
| Q1 2026 | $3.8M | 74.0K | — | — |
| Q4 2025 | $3.2M | 62.7K | — | — |
| Q3 2025 | $319K | 6.2K | — | — |
Other funds holding MS-PQ
$2.8B
$2.5B
$2.4B
$2.4B
$1.6B
$1.4B
$1.1B