BlackRock’s Heartbeam BEAT Stock Holding History

BlackRock’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	$741K	Buy	987,837 +89,516	+10%	+$80K	﹤0.01%	4453
2026 Q1	$1.1M	Buy	898,321 +6,156	+0.7%	+$9.83K	﹤0.01%	4311
2025 Q4	$2.14M	Buy	892,165 +802,121	+891%	+$1.38M	﹤0.01%	4097
2025 Q3	$149K	Buy	90,044 +1,836	+2%	+$2.36K	﹤0.01%	4743
2025 Q2	$110K	Buy	88,208 +14,399	+20%	+$23.9K	﹤0.01%	4822
2025 Q1	$148K	Sell	73,809 -957	-1%	-$2.04K	﹤0.01%	4665
2024 Q4	$172K	Buy	74,766 +118	+0.2%	+$297	﹤0.01%	4654
2024 Q3	$173K	Buy	74,648 +23,210	+45%	+$56.1K	﹤0.01%	4559
2024 Q2	$132K	Buy	51,438 +27,826	+118%	+$62.9K	﹤0.01%	4631
2024 Q1	$51.5K	Hold	23,612	–	–	﹤0.01%	4864
2023 Q4	$55.5K	Hold	23,612	–	–	﹤0.01%	4952
2023 Q3	$50.8K	Hold	23,612	–	–	﹤0.01%	5000
2023 Q2	$56.9K	Buy	23,612 +1,979	+9%	+$4.57K	﹤0.01%	5042
2023 Q1	$49.1K	Hold	21,633	–	–	﹤0.01%	5123
2022 Q4	$106K	Buy	+21,633	New	+$93.8K	﹤0.01%	5025
2022 Q2	–	Sell	-7,652	Closed	-$14K	–	5853
2022 Q1	$14K	Buy	7,652 +531	+7%	+$1.15K	﹤0.01%	5607
2021 Q4	$22K	Buy	+7,121	New	+$27K	﹤0.01%	5529

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

OSAM

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

BlackRock's BEAT Position: Q2 2026 in Review

BlackRock increased its Heartbeam (BEAT) stake by 10% in Q2 2026, buying an estimated $80K and bringing the position to 987,837 shares worth $741K. The position accounts for ﹤0.01% of the portfolio, ranked #4453.

BlackRock first reported a position in BEAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.14M in Q4 2025. 42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

BlackRock held 987,837 shares of Heartbeam worth $741K as of Q2 2026.
BlackRock bought 89,516 Heartbeam shares in Q2 2026, an estimated $80K.
Heartbeam made up ﹤0.01% of BlackRock's portfolio in Q2 2026, its #4453 holding.
BlackRock first reported a position in Heartbeam in Q4 2021 and has held it in 17 quarters since.
BlackRock's Heartbeam position peaked at $2.14M in Q4 2025.
42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on BlackRock's 13F filing for Q2 2026, filed 7 Aug 2026.