AWM
HTFL

Avior Wealth Management’s Heartflow Inc HTFL Stock Holding History

Avior Wealth Management’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 		$368K Sell
12,530
-19
-0.2% -$571 0.01% 596
2026
Q1 		$305K Buy
+12,549
New +$341K 0.01% 682

Other funds holding HTFL

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Avior Wealth Management's HTFL Position: Q2 2026 in Review

Avior Wealth Management reduced its Heartflow Inc (HTFL) stake by 0.15% in Q2 2026, selling an estimated $571 and leaving 12,530 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #596.

Avior Wealth Management 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.

  • Avior Wealth Management held 12,530 shares of Heartflow Inc worth $368K as of Q2 2026.
  • Avior Wealth Management sold 19 Heartflow Inc shares in Q2 2026, an estimated $571.
  • Heartflow Inc made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #596 holding.
  • Avior Wealth Management 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 Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.