FFO
HTFL

Fortitude Family Office’s Heartflow Inc HTFL Stock Holding History

Fortitude Family Office’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 		$1.67K Buy
+57
New +$1.71K ﹤0.01% 1549
2025
Q4 		– Sell
-109
Closed -$3.67K – 2173
2025
Q3 		$3.67K Buy
+109
New +$3.5K ﹤0.01% 934

Other funds holding HTFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 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
AWP
Accretive Wealth Partners Parsippany, New Jersey $412M AUM 15.82% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.91% 1-Year Est. Return

Fortitude Family Office's HTFL Position: Q2 2026 in Review

Fortitude Family Office opened a new position in Heartflow Inc (HTFL) in Q2 2026: 57 shares worth $1.67K. The stake represents ﹤0.01% of the portfolio and ranks #1549 among its holdings. This is a return to the name: Fortitude Family Office previously reported a position in HTFL as recently as Q3 2025.

Fortitude Family Office first reported a position in HTFL in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.67K in Q3 2025. 23 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Fortitude Family Office held 57 shares of Heartflow Inc worth $1.67K as of Q2 2026.
  • Heartflow Inc was a new Fortitude Family Office position in Q2 2026.
  • Heartflow Inc made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #1549 holding.
  • Fortitude Family Office first reported a position in Heartflow Inc in Q3 2025 and has held it in 2 quarters since.
  • Fortitude Family Office's Heartflow Inc position peaked at $3.67K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.