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Superior Planning, LLC’s Heartflow Inc HTFL Stock Holding History

Superior Planning, LLC’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.7K Buy
+215
New +$8.16K ﹤0.01% 909

Other funds holding HTFL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return

Superior Planning, LLC's HTFL Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Heartflow Inc (HTFL) in Q3 2026: 215 shares worth $10.7K. The stake represents ﹤0.01% of the portfolio and ranks #909 among its holdings.

132 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • Superior Planning, LLC held 215 shares of Heartflow Inc worth $10.7K as of Q3 2026.
  • Heartflow Inc was a new Superior Planning, LLC position in Q3 2026.
  • Heartflow Inc made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #909 holding.
  • 132 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.