Corient Private Wealth
HTFL

Corient Private Wealth’s Heartflow Inc HTFL Stock Holding History

Corient Private Wealth’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 		$1.55M Buy
52,724
+2,403
+5% +$72.2K ﹤0.01% 1541
2026
Q1 		$1.22M Buy
+50,321
New +$1.37M ﹤0.01% 1530

Other funds holding HTFL

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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

Corient Private Wealth's HTFL Position: Q2 2026 in Review

Corient Private Wealth increased its Heartflow Inc (HTFL) stake by 4.8% in Q2 2026, buying an estimated $72.2K and bringing the position to 52,724 shares worth $1.55M. The position accounts for ﹤0.01% of the portfolio, ranked #1541.

Corient Private Wealth first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Corient Private Wealth held 52,724 shares of Heartflow Inc worth $1.55M as of Q2 2026.
  • Corient Private Wealth bought 2,403 Heartflow Inc shares in Q2 2026, an estimated $72.2K.
  • Heartflow Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1541 holding.
  • Corient Private Wealth first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.