DT
HTFL

Diversified Trust’s Heartflow Inc HTFL Stock Holding History

Diversified Trust’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 		$720K Buy
24,525
+10,325
+73% +$310K 0.01% 627
2026
Q1 		$345K Buy
+14,200
New +$386K 0.01% 801

Other funds holding HTFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Diversified Trust's HTFL Position: Q2 2026 in Review

Diversified Trust increased its Heartflow Inc (HTFL) stake by 73% in Q2 2026, buying an estimated $310K and bringing the position to 24,525 shares worth $720K. The position accounts for 0.01% of the portfolio, ranked #627.

Diversified Trust first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Diversified Trust held 24,525 shares of Heartflow Inc worth $720K as of Q2 2026.
  • Diversified Trust bought 10,325 Heartflow Inc shares in Q2 2026, an estimated $310K.
  • Heartflow Inc made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #627 holding.
  • Diversified Trust first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.