BIA
HTFL

Bell Investment Advisors’s Heartflow Inc HTFL Stock Holding History

Bell Investment Advisors’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 		$470 Buy
+16
New +$481 ﹤0.01% 1747
2026
Q1 		– Sell
-70
Closed -$2.04K – 1963
2025
Q4 		$2.04K Buy
+70
New +$2.25K ﹤0.01% 1346

Other funds holding HTFL

BCLSI
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Bell Investment Advisors's HTFL Position: Q2 2026 in Review

Bell Investment Advisors opened a new position in Heartflow Inc (HTFL) in Q2 2026: 16 shares worth $470. The stake represents ﹤0.01% of the portfolio and ranks #1747 among its holdings. This is a return to the name: Bell Investment Advisors previously reported a position in HTFL as recently as Q4 2025.

Bell Investment Advisors first reported a position in HTFL in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.04K in Q4 2025. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Bell Investment Advisors held 16 shares of Heartflow Inc worth $470 as of Q2 2026.
  • Heartflow Inc was a new Bell Investment Advisors position in Q2 2026.
  • Heartflow Inc made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1747 holding.
  • Bell Investment Advisors first reported a position in Heartflow Inc in Q4 2025 and has held it in 2 quarters since.
  • Bell Investment Advisors's Heartflow Inc position peaked at $2.04K in Q4 2025.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.