Clarity Financial’s Heartbeam BEAT Stock Holding History

Clarity Financial’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 Q1	–	Sell	-10,504	Closed	-$25.2K	–	121
2025 Q4	$25.2K	Buy	+10,504	New	+$18K	﹤0.01%	116

Other funds holding BEAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return

OSAM

O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Clarity Financial's BEAT Position: Q1 2026 in Review

Clarity Financial sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 10,504 shares — an estimated $25.2K sold.

Clarity Financial first reported a position in BEAT in Q4 2025 and held it in 1 quarter. The position peaked at $25.2K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Clarity Financial reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
Clarity Financial sold 10,504 Heartbeam shares in Q1 2026, an estimated $25.2K.
Clarity Financial first reported a position in Heartbeam in Q4 2025 and held it in 1 quarter.
Clarity Financial's Heartbeam position peaked at $25.2K in Q4 2025.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Clarity Financial's 13F filing for Q1 2026, filed 4 May 2026.