BCWM LLC’s Heartflow Inc HTFL Stock Holding History

BCWM LLC’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	$935K	Buy	31,878 +568	+2%	+$17.1K	0.27%	47
2026 Q1	$762K	Buy	31,310 +171	+0.5%	+$4.64K	0.22%	48
2025 Q4	$908K	Buy	+31,139	New	+$1M	0.27%	44

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

BCWM LLC's HTFL Position: Q2 2026 in Review

BCWM LLC increased its Heartflow Inc (HTFL) stake by 1.8% in Q2 2026, buying an estimated $17.1K and bringing the position to 31,878 shares worth $935K. The position accounts for 0.27% of the portfolio, ranked #47.

BCWM LLC first reported a position in HTFL in Q4 2025 and has held it in 3 quarters since. 194 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

BCWM LLC held 31,878 shares of Heartflow Inc worth $935K as of Q2 2026.
BCWM LLC bought 568 Heartflow Inc shares in Q2 2026, an estimated $17.1K.
Heartflow Inc made up 0.27% of BCWM LLC's portfolio in Q2 2026, its #47 holding.
BCWM LLC first reported a position in Heartflow Inc in Q4 2025 and has held it in 3 quarters since.
194 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on BCWM LLC's 13F filing for Q2 2026, filed 14 Aug 2026.