AWM
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Abound Wealth Management’s Heartbeam BEAT Stock Holding History

Abound Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,600
Closed -$3.84K – 1505
2025
Q4 		$3.84K Buy
+1,600
New +$2.74K ﹤0.01% 735

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Abound Wealth Management's BEAT Position: Q1 2026 in Review

Abound Wealth Management sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 1,600 shares — an estimated $3.84K sold.

Abound Wealth Management first reported a position in BEAT in Q4 2025 and held it in 1 quarter. The position peaked at $3.84K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Abound Wealth Management reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 1,600 Heartbeam shares in Q1 2026, an estimated $3.84K.
  • Abound Wealth Management first reported a position in Heartbeam in Q4 2025 and held it in 1 quarter.
  • Abound Wealth Management's Heartbeam position peaked at $3.84K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.