Allworth Financial’s Heartflow Inc HTFL Stock Holding History

Allworth Financial’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 Q2	$15.5K	Buy	529 +313	+145%	+$9.4K	﹤0.01%	3390
2026 Q1	$5.26K	Buy	+216	New	+$5.87K	﹤0.01%	3932

Other funds holding HTFL

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Allworth Financial's HTFL Position: Q2 2026 in Review

Allworth Financial increased its Heartflow Inc (HTFL) stake by 145% in Q2 2026, buying an estimated $9.4K and bringing the position to 529 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3390.

Allworth Financial first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

Allworth Financial held 529 shares of Heartflow Inc worth $15.5K as of Q2 2026.
Allworth Financial bought 313 Heartflow Inc shares in Q2 2026, an estimated $9.4K.
Heartflow Inc made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3390 holding.
Allworth Financial first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.