Beacon Pointe Advisors’s Heartbeam BEAT Stock Holding History

Beacon Pointe Advisors’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 Q2	$185K	Sell	247,058 -400	-0.2%	-$358	﹤0.01%	1821
2026 Q1	$302K	Buy	+247,458	New	+$395K	﹤0.01%	1534
2025 Q3	–	Sell	-247,058	Closed	-$309K	–	1390
2025 Q2	$309K	Buy	247,058 +147,058	+147%	+$244K	﹤0.01%	1039
2025 Q1	$201K	Sell	100,000 -33,334	-25%	-$71K	﹤0.01%	1156
2024 Q4	$307K	Hold	133,334	–	–	﹤0.01%	994
2024 Q3	$309K	Hold	133,334	–	–	﹤0.01%	1012
2024 Q2	$343K	Hold	133,334	–	–	﹤0.01%	1013
2024 Q1	$291K	Hold	133,334	–	–	﹤0.01%	1124
2023 Q4	$313K	Hold	133,334	–	–	﹤0.01%	1064
2023 Q3	$287K	Hold	133,334	–	–	﹤0.01%	1088
2023 Q2	$321K	Buy	+133,334	New	+$308K	0.01%	866

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Beacon Pointe Advisors's BEAT Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Heartbeam (BEAT) stake by 0.16% in Q2 2026, selling an estimated $358 and leaving 247,058 shares worth $185K. The position accounts for ﹤0.01% of the portfolio, ranked #1821.

Beacon Pointe Advisors first reported a position in BEAT in Q2 2023 and has held it in 11 quarters since. The position peaked at $343K in Q2 2024. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Beacon Pointe Advisors held 247,058 shares of Heartbeam worth $185K as of Q2 2026.
Beacon Pointe Advisors sold 400 Heartbeam shares in Q2 2026, an estimated $358.
Heartbeam made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1821 holding.
Beacon Pointe Advisors first reported a position in Heartbeam in Q2 2023 and has held it in 11 quarters since.
Beacon Pointe Advisors's Heartbeam position peaked at $343K in Q2 2024.
41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.