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 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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $666B AUM 30.12% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

Beacon Pointe Advisors's BEAT Position: Q1 2026 in Review

Beacon Pointe Advisors opened a new position in Heartbeam (BEAT) in Q1 2026: 247,458 shares worth $302K. The stake represents ﹤0.01% of the portfolio and ranks #1534 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in BEAT as recently as Q2 2025.

Beacon Pointe Advisors first reported a position in BEAT in Q2 2023 and has held it in 10 quarters since. The position peaked at $343K in Q2 2024. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Beacon Pointe Advisors held 247,458 shares of Heartbeam worth $302K as of Q1 2026.
Heartbeam was a new Beacon Pointe Advisors position in Q1 2026.
Heartbeam made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1534 holding.
Beacon Pointe Advisors first reported a position in Heartbeam in Q2 2023 and has held it in 10 quarters since.
Beacon Pointe Advisors's Heartbeam position peaked at $343K in Q2 2024.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.