Bessemer Group’s Heartbeam BEAT Stock Holding History

Bessemer Group’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
2025 Q4	–	Sell	-15,200	Closed	-$25K	–	2533
2025 Q3	$25K	Buy	+15,200	New	+$19.5K	﹤0.01%	1625

Other funds holding BEAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SSWM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

OSAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bessemer Group's BEAT Position: Q4 2025 in Review

Bessemer Group sold out of Heartbeam (BEAT) in Q4 2025, closing a stake of 15,200 shares — an estimated $25K sold.

Bessemer Group first reported a position in BEAT in Q3 2025 and held it in 1 quarter. The position peaked at $25K in Q3 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q4 2025.

Bessemer Group reported no remaining Heartbeam position as of Q4 2025 after selling out during the quarter.
Bessemer Group sold 15,200 Heartbeam shares in Q4 2025, an estimated $25K.
Bessemer Group first reported a position in Heartbeam in Q3 2025 and held it in 1 quarter.
Bessemer Group's Heartbeam position peaked at $25K in Q3 2025.
41 funds tracked by Wall St. Rank held Heartbeam as of Q4 2025.

Based on Bessemer Group's 13F filing for Q4 2025, filed 5 Feb 2026.