Heartwood Wealth Advisors’s Labcorp LH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-302	Closed	-$86.7K	–	422
2025 Q3	$86.7K	Buy	+302	New	+$80.9K	0.01%	270

Other funds holding LH

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

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

Heartwood Wealth Advisors sold out of Labcorp (LH) in Q4 2025, closing a stake of 302 shares — an estimated $86.7K sold.

Heartwood Wealth Advisors first reported a position in LH in Q3 2025 and held it in 1 quarter. The position peaked at $86.7K in Q3 2025. 1,029 funds tracked by Wall St. Rank hold LH as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Labcorp position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 302 Labcorp shares in Q4 2025, an estimated $86.7K.
Heartwood Wealth Advisors first reported a position in Labcorp in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Labcorp position peaked at $86.7K in Q3 2025.
1,029 funds tracked by Wall St. Rank held Labcorp as of Q4 2025.

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