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Heartwood Wealth Advisors’s Global Payments GPN Stock Holding History

Heartwood Wealth Advisors’s Portfolio GPN Stock Details GPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-26
Closed -$2.16K – 367
2025
Q3 		$2.16K Buy
+26
New +$2.19K ﹤0.01% 490

Other funds holding GPN

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
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
PFPG
Pinnacle Financial Partners (Georgia) Atlanta, Georgia $14.7B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Global Payments (GPN) in Q4 2025, closing a stake of 26 shares — an estimated $2.16K sold.

Heartwood Wealth Advisors first reported a position in GPN in Q3 2025 and held it in 1 quarter. The position peaked at $2.16K in Q3 2025. 838 funds tracked by Wall St. Rank hold GPN as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Global Payments position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 26 Global Payments shares in Q4 2025, an estimated $2.16K.
  • Heartwood Wealth Advisors first reported a position in Global Payments in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Global Payments position peaked at $2.16K in Q3 2025.
  • 838 funds tracked by Wall St. Rank held Global Payments as of Q4 2025.

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