Avion Wealth’s Heartflow Inc HTFL Stock Holding History

Avion Wealth’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 Q1	–	Sell	-17	Closed	–	–	1673
2025 Q4	$0	Sell	17 -35	-67%	-$1.13K	﹤0.01%	1661
2025 Q3	$1K	Buy	+52	New	+$1.67K	﹤0.01%	1142

Other funds holding HTFL

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Avion Wealth's HTFL Position: Q1 2026 in Review

Avion Wealth sold out of Heartflow Inc (HTFL) in Q1 2026, closing a stake of 17 shares.

Avion Wealth first reported a position in HTFL in Q3 2025 and held it in 2 quarters. The position peaked at $1K in Q3 2025. 169 funds tracked by Wall St. Rank hold HTFL as of Q1 2026.

Avion Wealth reported no remaining Heartflow Inc position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 17 Heartflow Inc shares in Q1 2026.
Avion Wealth first reported a position in Heartflow Inc in Q3 2025 and held it in 2 quarters.
Avion Wealth's Heartflow Inc position peaked at $1K in Q3 2025.
169 funds tracked by Wall St. Rank held Heartflow Inc as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.