HWA
CBT icon

Heartwood Wealth Advisors’s Cabot Corp CBT Stock Holding History

Heartwood Wealth Advisors’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-9
Closed -$684 – 270
2025
Q3 		$684 Buy
+9
New +$702 ﹤0.01% 576

Other funds holding CBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Cabot Corp (CBT) in Q4 2025, closing a stake of 9 shares — an estimated $684 sold.

Heartwood Wealth Advisors first reported a position in CBT in Q3 2025 and held it in 1 quarter. The position peaked at $684 in Q3 2025. 364 funds tracked by Wall St. Rank hold CBT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Cabot Corp position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 9 Cabot Corp shares in Q4 2025, an estimated $684.
  • Heartwood Wealth Advisors first reported a position in Cabot Corp in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Cabot Corp position peaked at $684 in Q3 2025.
  • 364 funds tracked by Wall St. Rank held Cabot Corp as of Q4 2025.

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