Heartwood Wealth Advisors’s Qualcomm QCOM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-978	Closed	-$163K	–	506
2025 Q3	$163K	Buy	+978	New	+$155K	0.02%	216

Other funds holding QCOM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Norges Bank Oslo, Norway $1T AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Qualcomm (QCOM) in Q4 2025, closing a stake of 978 shares — an estimated $163K sold.

Heartwood Wealth Advisors first reported a position in QCOM in Q3 2025 and held it in 1 quarter. The position peaked at $163K in Q3 2025. 2,975 funds tracked by Wall St. Rank hold QCOM as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Qualcomm position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 978 Qualcomm shares in Q4 2025, an estimated $163K.
Heartwood Wealth Advisors first reported a position in Qualcomm in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Qualcomm position peaked at $163K in Q3 2025.
2,975 funds tracked by Wall St. Rank held Qualcomm as of Q4 2025.

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