HWA
W icon

Heartwood Wealth Advisors’s Wayfair W Stock Holding History

Heartwood Wealth Advisors’s Portfolio W Stock Details W Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-52
Closed -$4.64K – 591
2025
Q3 		$4.64K Buy
+52
New +$3.81K ﹤0.01% 422

Other funds holding W

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
SHIM
Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Wayfair (W) in Q4 2025, closing a stake of 52 shares — an estimated $4.64K sold.

Heartwood Wealth Advisors first reported a position in W in Q3 2025 and held it in 1 quarter. The position peaked at $4.64K in Q3 2025. 479 funds tracked by Wall St. Rank hold W as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Wayfair position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 52 Wayfair shares in Q4 2025, an estimated $4.64K.
  • Heartwood Wealth Advisors first reported a position in Wayfair in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Wayfair position peaked at $4.64K in Q3 2025.
  • 479 funds tracked by Wall St. Rank held Wayfair as of Q4 2025.

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