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Heartwood Wealth Advisors’s Advance Auto Parts AAP Stock Holding History

Heartwood Wealth Advisors’s Portfolio AAP Stock Details AAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-42
Closed -$2.58K – 205
2025
Q3 		$2.58K Buy
+42
New +$2.48K ﹤0.01% 472

Other funds holding AAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return

Heartwood Wealth Advisors's AAP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Advance Auto Parts (AAP) in Q4 2025, closing a stake of 42 shares — an estimated $2.58K sold.

Heartwood Wealth Advisors first reported a position in AAP in Q3 2025 and held it in 1 quarter. The position peaked at $2.58K in Q3 2025. 356 funds tracked by Wall St. Rank hold AAP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Advance Auto Parts position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 42 Advance Auto Parts shares in Q4 2025, an estimated $2.58K.
  • Heartwood Wealth Advisors first reported a position in Advance Auto Parts in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Advance Auto Parts position peaked at $2.58K in Q3 2025.
  • 356 funds tracked by Wall St. Rank held Advance Auto Parts as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.