HWM
HTFL

HB Wealth Management’s Heartflow Inc HTFL Stock Holding History

HB Wealth Management’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 		$519K Sell
17,690
-7,524
-30% -$226K ﹤0.01% 1083
2026
Q1 		$613K Buy
+25,214
New +$685K ﹤0.01% 879

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

HB Wealth Management's HTFL Position: Q2 2026 in Review

HB Wealth Management reduced its Heartflow Inc (HTFL) stake by 30% in Q2 2026, selling an estimated $226K and leaving 17,690 shares worth $519K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

HB Wealth Management first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $613K in Q1 2026. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • HB Wealth Management held 17,690 shares of Heartflow Inc worth $519K as of Q2 2026.
  • HB Wealth Management sold 7,524 Heartflow Inc shares in Q2 2026, an estimated $226K.
  • Heartflow Inc made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1083 holding.
  • HB Wealth Management first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
  • HB Wealth Management's Heartflow Inc position peaked at $613K in Q1 2026.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.