Harbour Investments’s Heartbeam BEAT Stock Holding History

Harbour Investments’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	$11.3K	Hold	9,250	–	–	﹤0.01%	3201
2025 Q4	$22.2K	Hold	9,250	–	–	﹤0.01%	2372
2025 Q3	$15.3K	Sell	9,250 -1,000	-10%	-$1.29K	﹤0.01%	2481
2025 Q2	$12.8K	Hold	10,250	–	–	﹤0.01%	2442
2025 Q1	$20.6K	Sell	10,250 -4,000	-28%	-$8.52K	﹤0.01%	2178
2024 Q4	$32.8K	Hold	14,250	–	–	﹤0.01%	1908
2024 Q3	$33.1K	Hold	14,250	–	–	﹤0.01%	1860
2024 Q2	$36.6K	Hold	14,250	–	–	﹤0.01%	1701
2024 Q1	$31.1K	Sell	14,250 -5,500	-28%	-$10.4K	﹤0.01%	1750
2023 Q4	$46.4K	Hold	19,750	–	–	﹤0.01%	1490
2023 Q3	$42.5K	Sell	19,750 -4,800	-20%	-$12.2K	﹤0.01%	1427
2023 Q2	$59.2K	Sell	24,550 -2,500	-9%	-$5.77K	﹤0.01%	1282
2023 Q1	$61.4K	Sell	27,050 -1,000	-4%	-$3.51K	﹤0.01%	1262
2022 Q4	$137K	Buy	+28,050	New	+$122K	0.01%	885

Other funds holding BEAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

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 $9.1B AUM 32.09% 1-Year Est. Return

VFT

Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Harbour Investments's BEAT Position: Q1 2026 in Review

Harbour Investments held its Heartbeam (BEAT) position steady in Q1 2026 at 9,250 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3201.

Harbour Investments first reported a position in BEAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $137K in Q4 2022. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Harbour Investments held 9,250 shares of Heartbeam worth $11.3K as of Q1 2026.
Harbour Investments left its Heartbeam share count unchanged in Q1 2026.
Heartbeam made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3201 holding.
Harbour Investments first reported a position in Heartbeam in Q4 2022 and has held it in 14 quarters since.
Harbour Investments's Heartbeam position peaked at $137K in Q4 2022.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.