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Heartwood Wealth Advisors’s Albertsons Companies ACI Stock Holding History

Heartwood Wealth Advisors’s Portfolio ACI Stock Details ACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-88
Closed -$1.54K – 207
2025
Q3 		$1.54K Buy
+88
New +$1.73K ﹤0.01% 521

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BlackRock
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Norges Bank
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Albertsons Companies (ACI) in Q4 2025, closing a stake of 88 shares — an estimated $1.54K sold.

Heartwood Wealth Advisors first reported a position in ACI in Q3 2025 and held it in 1 quarter. The position peaked at $1.54K in Q3 2025. 439 funds tracked by Wall St. Rank hold ACI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Albertsons Companies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 88 Albertsons Companies shares in Q4 2025, an estimated $1.54K.
  • Heartwood Wealth Advisors first reported a position in Albertsons Companies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Albertsons Companies position peaked at $1.54K in Q3 2025.
  • 439 funds tracked by Wall St. Rank held Albertsons Companies as of Q4 2025.

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