Heartwood Wealth Advisors’s Astera Labs ALAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-27	Closed	-$5.29K	–	622
2025 Q3	$5.29K	Buy	+27	New	+$4.44K	﹤0.01%	416

Other funds holding ALAB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atreides Management Boston, Massachusetts $5B AUM 78.34% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Astera Labs (ALAB) in Q4 2025, closing a stake of 27 shares — an estimated $5.29K sold.

Heartwood Wealth Advisors first reported a position in ALAB in Q3 2025 and held it in 1 quarter. The position peaked at $5.29K in Q3 2025. 702 funds tracked by Wall St. Rank hold ALAB as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Astera Labs position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 27 Astera Labs shares in Q4 2025, an estimated $5.29K.
Heartwood Wealth Advisors first reported a position in Astera Labs in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Astera Labs position peaked at $5.29K in Q3 2025.
702 funds tracked by Wall St. Rank held Astera Labs as of Q4 2025.

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