Heartwood Wealth Advisors’s Targa Resources TRGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-30	Closed	-$5.03K	–	557
2025 Q3	$5.03K	Buy	+30	New	+$5K	﹤0.01%	418

Other funds holding TRGP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Targa Resources (TRGP) in Q4 2025, closing a stake of 30 shares — an estimated $5.03K sold.

Heartwood Wealth Advisors first reported a position in TRGP in Q3 2025 and held it in 1 quarter. The position peaked at $5.03K in Q3 2025. 956 funds tracked by Wall St. Rank hold TRGP as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Targa Resources position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 30 Targa Resources shares in Q4 2025, an estimated $5.03K.
Heartwood Wealth Advisors first reported a position in Targa Resources in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Targa Resources position peaked at $5.03K in Q3 2025.
956 funds tracked by Wall St. Rank held Targa Resources as of Q4 2025.

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