Bleichroeder LP
BEAT icon

Bleichroeder LP’s Heartbeam BEAT Stock Holding History

Bleichroeder LP’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
Q3 		$229K Hold
625,000
– – 0.02% 87
2026
Q2 		$469K Buy
+625,000
New +$559K 0.08% 54

Other funds holding BEAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Sigma Planning Corp
Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return
Smith Salley Wealth Management
Smith Salley Wealth Management Greensboro, North Carolina $2.42B AUM 30.71% 1-Year Est. Return
O'Shaughnessy Asset Management
O'Shaughnessy Asset Management Stamford, Connecticut $23.6B AUM 34.05% 1-Year Est. Return
Ritholtz Wealth Management
Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Bleichroeder LP's BEAT Position: Q3 2026 in Review

Bleichroeder LP held its Heartbeam (BEAT) position steady in Q3 2026 at 625,000 shares worth $229K. The position accounts for 0.02% of the portfolio, ranked #87.

Bleichroeder LP first reported a position in BEAT in Q2 2026 and has held it in 2 quarters since. The position peaked at $469K in Q2 2026. 32 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

  • Bleichroeder LP held 625,000 shares of Heartbeam worth $229K as of Q3 2026.
  • Bleichroeder LP left its Heartbeam share count unchanged in Q3 2026.
  • Heartbeam made up 0.02% of Bleichroeder LP's portfolio in Q3 2026, its #87 holding.
  • Bleichroeder LP first reported a position in Heartbeam in Q2 2026 and has held it in 2 quarters since.
  • Bleichroeder LP's Heartbeam position peaked at $469K in Q2 2026.
  • 32 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on Bleichroeder LP's 13F filing for Q3 2026, filed 13 Nov 2026.