Heartwood Wealth Advisors’s FMC FMC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-17	Closed	-$572	–	356
2025 Q3	$572	Buy	+17	New	+$663	﹤0.01%	590

Other funds holding FMC

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

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

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Norges Bank Oslo, Norway $1T AUM

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of FMC (FMC) in Q4 2025, closing a stake of 17 shares — an estimated $572 sold.

Heartwood Wealth Advisors first reported a position in FMC in Q3 2025 and held it in 1 quarter. The position peaked at $572 in Q3 2025. 428 funds tracked by Wall St. Rank hold FMC as of Q4 2025.

Heartwood Wealth Advisors reported no remaining FMC position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 17 FMC shares in Q4 2025, an estimated $572.
Heartwood Wealth Advisors first reported a position in FMC in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's FMC position peaked at $572 in Q3 2025.
428 funds tracked by Wall St. Rank held FMC as of Q4 2025.

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