Heartwood Wealth Advisors’s Americold COLD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-56	Closed	-$685	–	286
2025 Q3	$685	Buy	+56	New	+$834	﹤0.01%	574

Other funds holding COLD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Americold (COLD) in Q4 2025, closing a stake of 56 shares — an estimated $685 sold.

Heartwood Wealth Advisors first reported a position in COLD in Q3 2025 and held it in 1 quarter. The position peaked at $685 in Q3 2025. 393 funds tracked by Wall St. Rank hold COLD as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Americold position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 56 Americold shares in Q4 2025, an estimated $685.
Heartwood Wealth Advisors first reported a position in Americold in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Americold position peaked at $685 in Q3 2025.
393 funds tracked by Wall St. Rank held Americold as of Q4 2025.

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