Heartwood Wealth Advisors’s Cognizant CTSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,758	Closed	-$118K	–	293
2025 Q3	$118K	Buy	+1,758	New	+$127K	0.01%	240

Other funds holding CTSH

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

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

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

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

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

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Heartwood Wealth Advisors sold out of Cognizant (CTSH) in Q4 2025, closing a stake of 1,758 shares — an estimated $118K sold.

Heartwood Wealth Advisors first reported a position in CTSH in Q3 2025 and held it in 1 quarter. The position peaked at $118K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold CTSH as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Cognizant position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 1,758 Cognizant shares in Q4 2025, an estimated $118K.
Heartwood Wealth Advisors first reported a position in Cognizant in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Cognizant position peaked at $118K in Q3 2025.
1,057 funds tracked by Wall St. Rank held Cognizant as of Q4 2025.

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