HWA
GAP

Heartwood Wealth Advisors’s The Gap Inc GAP Stock Holding History

Heartwood Wealth Advisors’s Portfolio GAP Stock Details GAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-46
Closed -$984 – 628
2025
Q3 		$984 Buy
+46
New +$995 ﹤0.01% 553

Other funds holding GAP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of The Gap Inc (GAP) in Q4 2025, closing a stake of 46 shares — an estimated $984 sold.

Heartwood Wealth Advisors first reported a position in GAP in Q3 2025 and held it in 1 quarter. The position peaked at $984 in Q3 2025. 531 funds tracked by Wall St. Rank hold GAP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining The Gap Inc position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 46 The Gap Inc shares in Q4 2025, an estimated $984.
  • Heartwood Wealth Advisors first reported a position in The Gap Inc in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's The Gap Inc position peaked at $984 in Q3 2025.
  • 531 funds tracked by Wall St. Rank held The Gap Inc as of Q4 2025.

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