Heartwood Wealth Advisors’s Leidos LDOS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-19	Closed	-$3.59K	–	420
2025 Q3	$3.59K	Buy	+19	New	+$3.31K	﹤0.01%	445

Other funds holding LDOS

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Leidos (LDOS) in Q4 2025, closing a stake of 19 shares — an estimated $3.59K sold.

Heartwood Wealth Advisors first reported a position in LDOS in Q3 2025 and held it in 1 quarter. The position peaked at $3.59K in Q3 2025. 946 funds tracked by Wall St. Rank hold LDOS as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Leidos position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 19 Leidos shares in Q4 2025, an estimated $3.59K.
Heartwood Wealth Advisors first reported a position in Leidos in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Leidos position peaked at $3.59K in Q3 2025.
946 funds tracked by Wall St. Rank held Leidos as of Q4 2025.

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