Heartwood Wealth Advisors’s Aecom ACM Stock Holding History

Heartwood Wealth Advisors’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,009	Closed	-$132K	–	208
2025 Q3	$132K	Buy	+1,009	New	+$122K	0.01%	233

Other funds holding ACM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Heartwood Wealth Advisors sold out of Aecom (ACM) in Q4 2025, closing a stake of 1,009 shares — an estimated $132K sold.

Heartwood Wealth Advisors first reported a position in ACM in Q3 2025 and held it in 1 quarter. The position peaked at $132K in Q3 2025. 643 funds tracked by Wall St. Rank hold ACM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Aecom position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,009 Aecom shares in Q4 2025, an estimated $132K.
Heartwood Wealth Advisors first reported a position in Aecom in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Aecom position peaked at $132K in Q3 2025.
643 funds tracked by Wall St. Rank held Aecom as of Q4 2025.

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