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Heartwood Wealth Advisors’s Crane NXT CXT Stock Holding History

Heartwood Wealth Advisors’s Portfolio CXT Stock Details CXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-500
Closed -$33.5K – 297
2025
Q3 		$33.5K Buy
+500
New +$29.8K ﹤0.01% 327

Other funds holding CXT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Crane NXT (CXT) in Q4 2025, closing a stake of 500 shares — an estimated $33.5K sold.

Heartwood Wealth Advisors first reported a position in CXT in Q3 2025 and held it in 1 quarter. The position peaked at $33.5K in Q3 2025. 362 funds tracked by Wall St. Rank hold CXT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Crane NXT position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 500 Crane NXT shares in Q4 2025, an estimated $33.5K.
  • Heartwood Wealth Advisors first reported a position in Crane NXT in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Crane NXT position peaked at $33.5K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Crane NXT as of Q4 2025.

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