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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
Q2 		$469K Buy
+625,000
New +$559K 0.08% 54

Other funds holding BEAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
Geode Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return

Bleichroeder LP's BEAT Position: Q2 2026 in Review

Bleichroeder LP opened a new position in Heartbeam (BEAT) in Q2 2026: 625,000 shares worth $469K. The stake represents 0.08% of the portfolio and ranks #54 among its holdings.

41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Bleichroeder LP held 625,000 shares of Heartbeam worth $469K as of Q2 2026.
  • Heartbeam was a new Bleichroeder LP position in Q2 2026.
  • Heartbeam made up 0.08% of Bleichroeder LP's portfolio in Q2 2026, its #54 holding.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Bleichroeder LP's 13F filing for Q2 2026, filed 13 Aug 2026.