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Heartwood Wealth Advisors’s Zebra Technologies ZBRA Stock Holding History

Heartwood Wealth Advisors’s Portfolio ZBRA Stock Details ZBRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$59.4K – 619
2025
Q3 		$59.4K Buy
+200
New +$63.9K 0.01% 293

Other funds holding ZBRA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Heartwood Wealth Advisors sold out of Zebra Technologies (ZBRA) in Q4 2025, closing a stake of 200 shares — an estimated $59.4K sold.

Heartwood Wealth Advisors first reported a position in ZBRA in Q3 2025 and held it in 1 quarter. The position peaked at $59.4K in Q3 2025. 706 funds tracked by Wall St. Rank hold ZBRA as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Zebra Technologies position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 200 Zebra Technologies shares in Q4 2025, an estimated $59.4K.
  • Heartwood Wealth Advisors first reported a position in Zebra Technologies in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Zebra Technologies position peaked at $59.4K in Q3 2025.
  • 706 funds tracked by Wall St. Rank held Zebra Technologies as of Q4 2025.

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