Heartwood Wealth Advisors’s Best Buy BBY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-27	Closed	-$2.04K	–	243
2025 Q3	$2.04K	Buy	+27	New	+$1.94K	﹤0.01%	494

Other funds holding BBY

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Best Buy (BBY) in Q4 2025, closing a stake of 27 shares — an estimated $2.04K sold.

Heartwood Wealth Advisors first reported a position in BBY in Q3 2025 and held it in 1 quarter. The position peaked at $2.04K in Q3 2025. 913 funds tracked by Wall St. Rank hold BBY as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Best Buy position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 27 Best Buy shares in Q4 2025, an estimated $2.04K.
Heartwood Wealth Advisors first reported a position in Best Buy in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Best Buy position peaked at $2.04K in Q3 2025.
913 funds tracked by Wall St. Rank held Best Buy as of Q4 2025.

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