Blue Trust Inc’s Heartbeam BEAT Stock Holding History

Blue Trust Inc’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	$707	Hold	1,928	–	–	﹤0.01%	2232
2026 Q2	$1.45K	Hold	1,928	–	–	﹤0.01%	2236
2026 Q1	$2.35K	Hold	1,928	–	–	﹤0.01%	2108
2025 Q4	$4.63K	Hold	1,928	–	–	﹤0.01%	2007
2025 Q3	$3.18K	Hold	1,928	–	–	﹤0.01%	2076
2025 Q2	$2.41K	Buy	+1,928	New	+$3.2K	﹤0.01%	2111

Other funds holding BEAT

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

Spectrum Asset Management (California) Newport Beach, California $346M AUM 13.82% 1-Year Est. Return

Cannon Financial Strategists Athens, Georgia $885M AUM 13.17% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Blue Trust Inc's BEAT Position: Q3 2026 in Review

Blue Trust Inc held its Heartbeam (BEAT) position steady in Q3 2026 at 1,928 shares worth $707. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Blue Trust Inc first reported a position in BEAT in Q2 2025 and has held it in 6 quarters since. The position peaked at $4.63K in Q4 2025. 6 funds tracked by Wall St. Rank hold BEAT as of Q3 2026.

Blue Trust Inc held 1,928 shares of Heartbeam worth $707 as of Q3 2026.
Blue Trust Inc left its Heartbeam share count unchanged in Q3 2026.
Heartbeam made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #2232 holding.
Blue Trust Inc first reported a position in Heartbeam in Q2 2025 and has held it in 6 quarters since.
Blue Trust Inc's Heartbeam position peaked at $4.63K in Q4 2025.
6 funds tracked by Wall St. Rank held Heartbeam as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.