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Davidson Kahn Capital Management’s Heartbeam BEAT Stock Holding History

Davidson Kahn Capital Management’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
Q2 		$13K Buy
+17,333
New +$15.5K 0.01% 72

Other funds holding BEAT

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Davidson Kahn Capital Management's BEAT Position: Q2 2026 in Review

Davidson Kahn Capital Management opened a new position in Heartbeam (BEAT) in Q2 2026: 17,333 shares worth $13K. The stake represents 0.01% of the portfolio and ranks #72 among its holdings.

4 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Davidson Kahn Capital Management held 17,333 shares of Heartbeam worth $13K as of Q2 2026.
  • Heartbeam was a new Davidson Kahn Capital Management position in Q2 2026.
  • Heartbeam made up 0.01% of Davidson Kahn Capital Management's portfolio in Q2 2026, its #72 holding.
  • 4 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Davidson Kahn Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.