Flagship Wealth Advisors’s Heartflow Inc HTFL Stock Holding History

Flagship 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	$2.93K	Buy	+100	New	+$3K	﹤0.01%	454

Other funds holding HTFL

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Flagship Wealth Advisors opened a new position in Heartflow Inc (HTFL) in Q2 2026: 100 shares worth $2.93K. The stake represents ﹤0.01% of the portfolio and ranks #454 among its holdings.

193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

Flagship Wealth Advisors held 100 shares of Heartflow Inc worth $2.93K as of Q2 2026.
Heartflow Inc was a new Flagship Wealth Advisors position in Q2 2026.
Heartflow Inc made up ﹤0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #454 holding.
193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.