HWA
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Heartwood Wealth Advisors’s Mattel MAT Stock Holding History

Heartwood Wealth Advisors’s Portfolio MAT Stock Details MAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-150
Closed -$2.52K – 440
2025
Q3 		$2.52K Buy
+150
New +$2.73K ﹤0.01% 473

Other funds holding MAT

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Mattel (MAT) in Q4 2025, closing a stake of 150 shares — an estimated $2.52K sold.

Heartwood Wealth Advisors first reported a position in MAT in Q3 2025 and held it in 1 quarter. The position peaked at $2.52K in Q3 2025. 441 funds tracked by Wall St. Rank hold MAT as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Mattel position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 150 Mattel shares in Q4 2025, an estimated $2.52K.
  • Heartwood Wealth Advisors first reported a position in Mattel in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Mattel position peaked at $2.52K in Q3 2025.
  • 441 funds tracked by Wall St. Rank held Mattel as of Q4 2025.

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