IWC
BEAT icon

Integrated Wealth Concepts’s Heartbeam BEAT Stock Holding History

Integrated Wealth Concepts’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
Q2 		$750 Buy
+1,000
New +$894 ﹤0.01% 5590

Other funds holding BEAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Integrated Wealth Concepts's BEAT Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Heartbeam (BEAT) in Q2 2026: 1,000 shares worth $750. The stake represents ﹤0.01% of the portfolio and ranks #5590 among its holdings.

42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Integrated Wealth Concepts held 1,000 shares of Heartbeam worth $750 as of Q2 2026.
  • Heartbeam was a new Integrated Wealth Concepts position in Q2 2026.
  • Heartbeam made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #5590 holding.
  • 42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.