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Heartwood Wealth Advisors’s American International AIG Stock Holding History

Heartwood Wealth Advisors’s Portfolio AIG Stock Details AIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-111
Closed -$8.72K – 218
2025
Q3 		$8.72K Buy
+111
New +$8.87K ﹤0.01% 392

Other funds holding AIG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of American International (AIG) in Q4 2025, closing a stake of 111 shares — an estimated $8.72K sold.

Heartwood Wealth Advisors first reported a position in AIG in Q3 2025 and held it in 1 quarter. The position peaked at $8.72K in Q3 2025. 1,152 funds tracked by Wall St. Rank hold AIG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining American International position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 111 American International shares in Q4 2025, an estimated $8.72K.
  • Heartwood Wealth Advisors first reported a position in American International in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's American International position peaked at $8.72K in Q3 2025.
  • 1,152 funds tracked by Wall St. Rank held American International as of Q4 2025.

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