MCM
HTFL

MAI Capital Management’s Heartflow Inc HTFL Stock Holding History

MAI Capital 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 		– Sell
-359
Closed -$8.73K – 5044
2026
Q1 		$8.73K Buy
359
+25
+7% +$679 ﹤0.01% 3232
2025
Q4 		$9.74K Hold
334
– – ﹤0.01% 2863
2025
Q3 		$11.2K Buy
+334
New +$10.7K ﹤0.01% 2695

Other funds holding HTFL

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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

MAI Capital Management's HTFL Position: Q2 2026 in Review

MAI Capital Management sold out of Heartflow Inc (HTFL) in Q2 2026, closing a stake of 359 shares — an estimated $8.73K sold.

MAI Capital Management first reported a position in HTFL in Q3 2025 and held it in 3 quarters. The position peaked at $11.2K in Q3 2025. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • MAI Capital Management reported no remaining Heartflow Inc position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 359 Heartflow Inc shares in Q2 2026, an estimated $8.73K.
  • MAI Capital Management first reported a position in Heartflow Inc in Q3 2025 and held it in 3 quarters.
  • MAI Capital Management's Heartflow Inc position peaked at $11.2K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.