HWA
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Heartwood Wealth Advisors’s CF Industries CF Stock Holding History

Heartwood Wealth Advisors’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-18
Closed -$1.61K – 276
2025
Q3 		$1.61K Buy
+18
New +$1.6K ﹤0.01% 516

Other funds holding CF

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of CF Industries (CF) in Q4 2025, closing a stake of 18 shares — an estimated $1.61K sold.

Heartwood Wealth Advisors first reported a position in CF in Q3 2025 and held it in 1 quarter. The position peaked at $1.61K in Q3 2025. 810 funds tracked by Wall St. Rank hold CF as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining CF Industries position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 18 CF Industries shares in Q4 2025, an estimated $1.61K.
  • Heartwood Wealth Advisors first reported a position in CF Industries in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's CF Industries position peaked at $1.61K in Q3 2025.
  • 810 funds tracked by Wall St. Rank held CF Industries as of Q4 2025.

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