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Heartwood Wealth Advisors’s Robert Half RHI Stock Holding History

Heartwood Wealth Advisors’s Portfolio RHI Stock Details RHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed -$578 – 512
2025
Q3 		$578 Buy
+17
New +$638 ﹤0.01% 589

Other funds holding RHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Robert Half (RHI) in Q4 2025, closing a stake of 17 shares — an estimated $578 sold.

Heartwood Wealth Advisors first reported a position in RHI in Q3 2025 and held it in 1 quarter. The position peaked at $578 in Q3 2025. 415 funds tracked by Wall St. Rank hold RHI as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Robert Half position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 17 Robert Half shares in Q4 2025, an estimated $578.
  • Heartwood Wealth Advisors first reported a position in Robert Half in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Robert Half position peaked at $578 in Q3 2025.
  • 415 funds tracked by Wall St. Rank held Robert Half as of Q4 2025.

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