CFFP
HTFL

Center for Financial Planning’s Heartflow Inc HTFL Stock Holding History

Center for Financial Planning’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
Q2 		$7.86K Hold
268
– – ﹤0.01% 520
2026
Q1 		$6.52K Hold
268
– – ﹤0.01% 527
2025
Q4 		$7.81K Buy
+268
New +$8.63K ﹤0.01% 521

Other funds holding HTFL

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BlackRock
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Center for Financial Planning's HTFL Position: Q2 2026 in Review

Center for Financial Planning held its Heartflow Inc (HTFL) position steady in Q2 2026 at 268 shares worth $7.86K. The position accounts for ﹤0.01% of the portfolio, ranked #520.

Center for Financial Planning first reported a position in HTFL in Q4 2025 and has held it in 3 quarters since. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Center for Financial Planning held 268 shares of Heartflow Inc worth $7.86K as of Q2 2026.
  • Center for Financial Planning left its Heartflow Inc share count unchanged in Q2 2026.
  • Heartflow Inc made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #520 holding.
  • Center for Financial Planning first reported a position in Heartflow Inc in Q4 2025 and has held it in 3 quarters since.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.