HFS
HTFL

Hughes Financial Services’s Heartflow Inc HTFL Stock Holding History

Hughes Financial Services’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
2025
Q4 		– Sell
-16
Closed -$541 – 1344
2025
Q3 		$541 Buy
+16
New +$514 ﹤0.01% 923

Other funds holding HTFL

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Hughes Financial Services's HTFL Position: Q4 2025 in Review

Hughes Financial Services sold out of Heartflow Inc (HTFL) in Q4 2025, closing a stake of 16 shares — an estimated $541 sold.

Hughes Financial Services first reported a position in HTFL in Q3 2025 and held it in 1 quarter. The position peaked at $541 in Q3 2025. 112 funds tracked by Wall St. Rank hold HTFL as of Q4 2025.

  • Hughes Financial Services reported no remaining Heartflow Inc position as of Q4 2025 after selling out during the quarter.
  • Hughes Financial Services sold 16 Heartflow Inc shares in Q4 2025, an estimated $541.
  • Hughes Financial Services first reported a position in Heartflow Inc in Q3 2025 and held it in 1 quarter.
  • Hughes Financial Services's Heartflow Inc position peaked at $541 in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Heartflow Inc as of Q4 2025.

Based on Hughes Financial Services's 13F filing for Q4 2025, filed 11 Feb 2026.