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D'Orazio & Associates’s Heartbeam BEAT Stock Holding History

D'Orazio & Associates’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 		$59.8K Hold
48,987
– – 0.01% 295
2025
Q4 		$118K Buy
48,987
+16,000
+49% +$27.4K 0.02% 279
2025
Q3 		$54.4K Hold
32,987
– – 0.01% 277
2025
Q2 		$41.2K Hold
32,987
– – 0.01% 278
2025
Q1 		$66.3K Hold
32,987
– – 0.01% 254
2024
Q4 		$75.9K Hold
32,987
– – 0.01% 239
2024
Q3 		$76.5K Hold
32,987
– – 0.01% 239
2024
Q2 		$84.8K Hold
32,987
– – 0.01% 211
2024
Q1 		$71.9K Hold
32,987
– – 0.01% 198
2023
Q4 		$77.5K Hold
32,987
– – 0.01% 178
2023
Q3 		$70.9K Hold
32,987
– – 0.02% 149
2023
Q2 		$79.5K Hold
32,987
– – 0.02% 133
2023
Q1 		$74.9K Hold
32,987
– – 0.02% 135
2022
Q4 		$161K Buy
32,987
+6,487
+24% +$28.1K 0.04% 136
2022
Q3 		$103K Buy
+26,500
New +$42.2K 0.03% 124

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
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
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

D'Orazio & Associates's BEAT Position: Q1 2026 in Review

D'Orazio & Associates held its Heartbeam (BEAT) position steady in Q1 2026 at 48,987 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #295.

D'Orazio & Associates first reported a position in BEAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $161K in Q4 2022. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • D'Orazio & Associates held 48,987 shares of Heartbeam worth $59.8K as of Q1 2026.
  • D'Orazio & Associates left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up 0.01% of D'Orazio & Associates's portfolio in Q1 2026, its #295 holding.
  • D'Orazio & Associates first reported a position in Heartbeam in Q3 2022 and has held it in 15 quarters since.
  • D'Orazio & Associates's Heartbeam position peaked at $161K in Q4 2022.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.