HWA
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Heartwood Wealth Advisors’s Amer Sports AS Stock Holding History

Heartwood Wealth Advisors’s Portfolio AS Stock Details AS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26
Closed -$904 – 621
2025
Q3 		$904 Buy
+26
New +$980 ﹤0.01% 557

Other funds holding AS

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
AG
Avala Global New York $2.08B AUM 87.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Amer Sports (AS) in Q4 2025, closing a stake of 26 shares — an estimated $904 sold.

Heartwood Wealth Advisors first reported a position in AS in Q3 2025 and held it in 1 quarter. The position peaked at $904 in Q3 2025. 324 funds tracked by Wall St. Rank hold AS as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Amer Sports position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 26 Amer Sports shares in Q4 2025, an estimated $904.
  • Heartwood Wealth Advisors first reported a position in Amer Sports in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Amer Sports position peaked at $904 in Q3 2025.
  • 324 funds tracked by Wall St. Rank held Amer Sports as of Q4 2025.

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