HWA
AMTM

Heartwood Wealth Advisors’s Amentum Holdings AMTM Stock Holding History

Heartwood Wealth Advisors’s Portfolio AMTM Stock Details AMTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,892
Closed -$45.3K – 629
2025
Q3 		$45.3K Buy
+1,892
New +$46.1K ﹤0.01% 310

Other funds holding AMTM

AS
American Securities New York $3.93B AUM 52.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Amentum Holdings (AMTM) in Q4 2025, closing a stake of 1,892 shares — an estimated $45.3K sold.

Heartwood Wealth Advisors first reported a position in AMTM in Q3 2025 and held it in 1 quarter. The position peaked at $45.3K in Q3 2025. 483 funds tracked by Wall St. Rank hold AMTM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Amentum Holdings position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1,892 Amentum Holdings shares in Q4 2025, an estimated $45.3K.
  • Heartwood Wealth Advisors first reported a position in Amentum Holdings in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Amentum Holdings position peaked at $45.3K in Q3 2025.
  • 483 funds tracked by Wall St. Rank held Amentum Holdings as of Q4 2025.

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