Advisory Research’s Heartbeam BEAT Stock Holding History

Advisory Research’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	$61K	Hold	50,000	–	–	0.01%	136
2025 Q4	$120K	Hold	50,000	–	–	0.02%	141
2025 Q3	$82.5K	Hold	50,000	–	–	0.01%	149
2025 Q2	$62.5K	Hold	50,000	–	–	0.01%	142
2025 Q1	$101K	Hold	50,000	–	–	0.02%	147
2024 Q4	$115K	Hold	50,000	–	–	0.02%	151
2024 Q3	$116K	Hold	50,000	–	–	0.02%	155
2024 Q2	$129K	Hold	50,000	–	–	0.02%	159
2024 Q1	$109K	Hold	50,000	–	–	0.02%	156
2023 Q4	$118K	Hold	50,000	–	–	0.02%	329
2023 Q3	$108K	Sell	50,000 -50,000	-50%	-$127K	0.01%	422
2023 Q2	$241K	Buy	+100,000	New	+$231K	0.03%	417

Other funds holding BEAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Advisory Research's BEAT Position: Q1 2026 in Review

Advisory Research held its Heartbeam (BEAT) position steady in Q1 2026 at 50,000 shares worth $61K. The position accounts for 0.01% of the portfolio, ranked #136.

Advisory Research first reported a position in BEAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $241K in Q2 2023. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Advisory Research held 50,000 shares of Heartbeam worth $61K as of Q1 2026.
Advisory Research left its Heartbeam share count unchanged in Q1 2026.
Heartbeam made up 0.01% of Advisory Research's portfolio in Q1 2026, its #136 holding.
Advisory Research first reported a position in Heartbeam in Q2 2023 and has held it in 12 quarters since.
Advisory Research's Heartbeam position peaked at $241K in Q2 2023.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Advisory Research's 13F filing for Q1 2026, filed 14 May 2026.