Crescent Grove Advisors’s Heartflow Inc HTFL Stock Holding History

Crescent Grove Advisors’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 Q3	$249K	Buy	+5,000	New	+$190K	0.02%	285

Other funds holding HTFL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.14% 1-Year Est. Return

FNY Investment Advisers New York $402M AUM 85.9% 1-Year Est. Return

Crescent Grove Advisors's HTFL Position: Q3 2026 in Review

Crescent Grove Advisors opened a new position in Heartflow Inc (HTFL) in Q3 2026: 5,000 shares worth $249K. The stake represents 0.02% of the portfolio and ranks #285 among its holdings.

28 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

Crescent Grove Advisors held 5,000 shares of Heartflow Inc worth $249K as of Q3 2026.
Heartflow Inc was a new Crescent Grove Advisors position in Q3 2026.
Heartflow Inc made up 0.02% of Crescent Grove Advisors's portfolio in Q3 2026, its #285 holding.
28 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Crescent Grove Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.