Heartwood Wealth Advisors’s EQT Corp EQT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-51	Closed	-$2.78K	–	334
2025 Q3	$2.78K	Buy	+51	New	+$2.69K	﹤0.01%	465

Other funds holding EQT

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 $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of EQT Corp (EQT) in Q4 2025, closing a stake of 51 shares — an estimated $2.78K sold.

Heartwood Wealth Advisors first reported a position in EQT in Q3 2025 and held it in 1 quarter. The position peaked at $2.78K in Q3 2025. 1,107 funds tracked by Wall St. Rank hold EQT as of Q4 2025.

Heartwood Wealth Advisors reported no remaining EQT Corp position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 51 EQT Corp shares in Q4 2025, an estimated $2.78K.
Heartwood Wealth Advisors first reported a position in EQT Corp in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's EQT Corp position peaked at $2.78K in Q3 2025.
1,107 funds tracked by Wall St. Rank held EQT Corp as of Q4 2025.

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