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Heartwood Wealth Advisors’s Domino's DPZ Stock Holding History

Heartwood Wealth Advisors’s Portfolio DPZ Stock Details DPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1
Closed -$432 – 316
2025
Q3 		$432 Buy
+1
New +$454 ﹤0.01% 609

Other funds holding DPZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
MA
Marshfield Associates Washington, District of Columbia $4.99B AUM 1.59% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Domino's (DPZ) in Q4 2025, closing a stake of 1 share — an estimated $432 sold.

Heartwood Wealth Advisors first reported a position in DPZ in Q3 2025 and held it in 1 quarter. The position peaked at $432 in Q3 2025. 798 funds tracked by Wall St. Rank hold DPZ as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Domino's position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 1 Domino's share in Q4 2025, an estimated $432.
  • Heartwood Wealth Advisors first reported a position in Domino's in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Domino's position peaked at $432 in Q3 2025.
  • 798 funds tracked by Wall St. Rank held Domino's as of Q4 2025.

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