Larson Financial Group’s Heartbeam BEAT Stock Holding History

Larson Financial Group’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	$938	Hold	1,250	–	–	﹤0.01%	3339
2026 Q1	$1.52K	Hold	1,250	–	–	﹤0.01%	3041
2025 Q4	$3K	Hold	1,250	–	–	﹤0.01%	2669
2025 Q3	$2.06K	Hold	1,250	–	–	﹤0.01%	2699
2025 Q2	$1.56K	Hold	1,250	–	–	﹤0.01%	2502
2025 Q1	$2.51K	Hold	1,250	–	–	﹤0.01%	2106
2024 Q4	$2.88K	Hold	1,250	–	–	﹤0.01%	1799
2024 Q3	$2.9K	Hold	1,250	–	–	﹤0.01%	1785
2024 Q2	$3.21K	Hold	1,250	–	–	﹤0.01%	1527
2024 Q1	$2.73K	Hold	1,250	–	–	﹤0.01%	1311
2023 Q4	$2.94K	Hold	1,250	–	–	﹤0.01%	1295
2023 Q3	$2.69K	Hold	1,250	–	–	﹤0.01%	1300
2023 Q2	$3.01K	Hold	1,250	–	–	﹤0.01%	1197
2023 Q1	$2.84K	Hold	1,250	–	–	﹤0.01%	1192
2022 Q4	$6.1K	Hold	1,250	–	–	﹤0.01%	990
2022 Q3	$5K	Hold	1,250	–	–	﹤0.01%	943
2022 Q2	$2K	Buy	+1,250	New	+$1.88K	﹤0.01%	1009

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Larson Financial Group's BEAT Position: Q2 2026 in Review

Larson Financial Group held its Heartbeam (BEAT) position steady in Q2 2026 at 1,250 shares worth $938. The position accounts for ﹤0.01% of the portfolio, ranked #3339.

Larson Financial Group first reported a position in BEAT in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.1K in Q4 2022. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Larson Financial Group held 1,250 shares of Heartbeam worth $938 as of Q2 2026.
Larson Financial Group left its Heartbeam share count unchanged in Q2 2026.
Heartbeam made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #3339 holding.
Larson Financial Group first reported a position in Heartbeam in Q2 2022 and has held it in 17 quarters since.
Larson Financial Group's Heartbeam position peaked at $6.1K in Q4 2022.
41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.