HWM
BEAT icon

HB Wealth Management’s Heartbeam BEAT Stock Holding History

HB Wealth Management’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 		$12.2K Hold
10,000
– – ﹤0.01% 1540
2025
Q4 		$24K Buy
+10,000
New +$17.2K ﹤0.01% 1389

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

HB Wealth Management's BEAT Position: Q1 2026 in Review

HB Wealth Management held its Heartbeam (BEAT) position steady in Q1 2026 at 10,000 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1540.

HB Wealth Management first reported a position in BEAT in Q4 2025 and has held it in 2 quarters since. The position peaked at $24K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • HB Wealth Management held 10,000 shares of Heartbeam worth $12.2K as of Q1 2026.
  • HB Wealth Management left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up ﹤0.01% of HB Wealth Management's portfolio in Q1 2026, its #1540 holding.
  • HB Wealth Management first reported a position in Heartbeam in Q4 2025 and has held it in 2 quarters since.
  • HB Wealth Management's Heartbeam position peaked at $24K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on HB Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.