HWA
BFAM icon

Heartwood Wealth Advisors’s Bright Horizons BFAM Stock Holding History

Heartwood Wealth Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5
Closed -$543 – 246
2025
Q3 		$543 Buy
+5
New +$579 ﹤0.01% 594

Other funds holding BFAM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Bright Horizons (BFAM) in Q4 2025, closing a stake of 5 shares — an estimated $543 sold.

Heartwood Wealth Advisors first reported a position in BFAM in Q3 2025 and held it in 1 quarter. The position peaked at $543 in Q3 2025. 405 funds tracked by Wall St. Rank hold BFAM as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Bright Horizons position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 5 Bright Horizons shares in Q4 2025, an estimated $543.
  • Heartwood Wealth Advisors first reported a position in Bright Horizons in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Bright Horizons position peaked at $543 in Q3 2025.
  • 405 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2025.

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