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Heartwood Wealth Advisors’s PPG Industries PPG Stock Holding History

Heartwood Wealth Advisors’s Portfolio PPG Stock Details PPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$210 – 499
2025
Q3 		$210 Buy
+2
New +$222 ﹤0.01% 627

Other funds holding PPG

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BGC
Beutel, Goodman & Co Toronto, Ontario, Canada $14.8B AUM 15.12% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of PPG Industries (PPG) in Q4 2025, closing a stake of 2 shares — an estimated $210 sold.

Heartwood Wealth Advisors first reported a position in PPG in Q3 2025 and held it in 1 quarter. The position peaked at $210 in Q3 2025. 990 funds tracked by Wall St. Rank hold PPG as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining PPG Industries position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2 PPG Industries shares in Q4 2025, an estimated $210.
  • Heartwood Wealth Advisors first reported a position in PPG Industries in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's PPG Industries position peaked at $210 in Q3 2025.
  • 990 funds tracked by Wall St. Rank held PPG Industries as of Q4 2025.

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