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Heartwood Wealth Advisors’s Corteva CTVA Stock Holding History

Heartwood Wealth Advisors’s Portfolio CTVA Stock Details CTVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-333
Closed -$22.5K – 294
2025
Q3 		$22.5K Buy
+333
New +$24.1K ﹤0.01% 355

Other funds holding CTVA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Corteva (CTVA) in Q4 2025, closing a stake of 333 shares — an estimated $22.5K sold.

Heartwood Wealth Advisors first reported a position in CTVA in Q3 2025 and held it in 1 quarter. The position peaked at $22.5K in Q3 2025. 1,423 funds tracked by Wall St. Rank hold CTVA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Corteva position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 333 Corteva shares in Q4 2025, an estimated $22.5K.
  • Heartwood Wealth Advisors first reported a position in Corteva in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Corteva position peaked at $22.5K in Q3 2025.
  • 1,423 funds tracked by Wall St. Rank held Corteva as of Q4 2025.

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