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Heartwood Wealth Advisors’s Workiva WK Stock Holding History

Heartwood Wealth Advisors’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$172K – 599
2025
Q3 		$172K Buy
+2,000
New +$150K 0.02% 211
2025
Q1 		– Sell
-2,000
Closed -$219K – 182
2024
Q4 		$219K Buy
+2,000
New +$184K 0.02% 158

Other funds holding WK

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
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Workiva (WK) in Q4 2025, closing a stake of 2,000 shares — an estimated $172K sold.

Heartwood Wealth Advisors first reported a position in WK in Q4 2024 and held it in 2 quarters. The position peaked at $219K in Q4 2024. 348 funds tracked by Wall St. Rank hold WK as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Workiva position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 2,000 Workiva shares in Q4 2025, an estimated $172K.
  • Heartwood Wealth Advisors first reported a position in Workiva in Q4 2024 and held it in 2 quarters.
  • Heartwood Wealth Advisors's Workiva position peaked at $219K in Q4 2024.
  • 348 funds tracked by Wall St. Rank held Workiva as of Q4 2025.

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