Carson Wealth (CWM LLC)
HTFL

Carson Wealth (CWM LLC)’s Heartflow Inc HTFL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$378K Buy
15,541
+15,497
+35,220% +$421K ﹤0.01% 2227
2025
Q4 		$1K Buy
+44
New +$1.42K ﹤0.01% 5334

Other funds holding HTFL

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HTFL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Heartflow Inc (HTFL) stake by 35,220% in Q1 2026, buying an estimated $421K and bringing the position to 15,541 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Carson Wealth (CWM LLC) first reported a position in HTFL in Q4 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold HTFL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,541 shares of Heartflow Inc worth $378K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,497 Heartflow Inc shares in Q1 2026, an estimated $421K.
  • Heartflow Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2227 holding.
  • Carson Wealth (CWM LLC) first reported a position in Heartflow Inc in Q4 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Heartflow Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.