HWA
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Heartwood Wealth Advisors’s W.W. Grainger GWW Stock Holding History

Heartwood Wealth Advisors’s Portfolio GWW Stock Details GWW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4
Closed -$3.81K – 371
2025
Q3 		$3.81K Buy
+4
New +$4.02K ﹤0.01% 436

Other funds holding GWW

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of W.W. Grainger (GWW) in Q4 2025, closing a stake of 4 shares — an estimated $3.81K sold.

Heartwood Wealth Advisors first reported a position in GWW in Q3 2025 and held it in 1 quarter. The position peaked at $3.81K in Q3 2025. 1,243 funds tracked by Wall St. Rank hold GWW as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining W.W. Grainger position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4 W.W. Grainger shares in Q4 2025, an estimated $3.81K.
  • Heartwood Wealth Advisors first reported a position in W.W. Grainger in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's W.W. Grainger position peaked at $3.81K in Q3 2025.
  • 1,243 funds tracked by Wall St. Rank held W.W. Grainger as of Q4 2025.

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