Heartwood Wealth Advisors’s AutoNation AN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-6	Closed	-$1.31K	–	229
2025 Q3	$1.31K	Buy	+6	New	+$1.26K	﹤0.01%	533

Other funds holding AN

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

BWA

Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Holocene Advisors New York $44.4B AUM 57.89% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of AutoNation (AN) in Q4 2025, closing a stake of 6 shares — an estimated $1.31K sold.

Heartwood Wealth Advisors first reported a position in AN in Q3 2025 and held it in 1 quarter. The position peaked at $1.31K in Q3 2025. 525 funds tracked by Wall St. Rank hold AN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining AutoNation position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 6 AutoNation shares in Q4 2025, an estimated $1.31K.
Heartwood Wealth Advisors first reported a position in AutoNation in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's AutoNation position peaked at $1.31K in Q3 2025.
525 funds tracked by Wall St. Rank held AutoNation as of Q4 2025.

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