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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
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

SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
DOA
D'Orazio & Associates Falls Church, Virginia $864M AUM 21.64% 1-Year Est. Return
DKCM
Davidson Kahn Capital Management Sherman Oaks, California $233M AUM 19.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Blue Trust Inc's BEAT Position: Q2 2026 in Review

Blue Trust Inc held its Heartbeam (BEAT) position steady in Q2 2026 at 1,928 shares worth $1.45K. The position accounts for ﹤0.01% of the portfolio, ranked #2236.

Blue Trust Inc first reported a position in BEAT in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.63K in Q4 2025. 11 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Blue Trust Inc held 1,928 shares of Heartbeam worth $1.45K as of Q2 2026.
  • Blue Trust Inc left its Heartbeam share count unchanged in Q2 2026.
  • Heartbeam made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2236 holding.
  • Blue Trust Inc first reported a position in Heartbeam in Q2 2025 and has held it in 5 quarters since.
  • Blue Trust Inc's Heartbeam position peaked at $4.63K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.