EWA
HTFL

EverSource Wealth Advisors’s Heartflow Inc HTFL Stock Holding History

EverSource Wealth 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
Q2 		$14.8K Buy
503
+72
+17% +$2.16K ﹤0.01% 2657
2026
Q1 		$10.5K Buy
+431
New +$11.7K ﹤0.01% 2890

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

EverSource Wealth Advisors's HTFL Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Heartflow Inc (HTFL) stake by 17% in Q2 2026, buying an estimated $2.16K and bringing the position to 503 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

EverSource Wealth Advisors 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.

  • EverSource Wealth Advisors held 503 shares of Heartflow Inc worth $14.8K as of Q2 2026.
  • EverSource Wealth Advisors bought 72 Heartflow Inc shares in Q2 2026, an estimated $2.16K.
  • Heartflow Inc made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2657 holding.
  • EverSource Wealth Advisors 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 EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.