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Merit Financial Group’s Heartbeam BEAT Stock Holding History

Merit 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
2025
Q3 		– Sell
-15,274
Closed -$19.1K – 1798
2025
Q2 		$19.1K Buy
+15,274
New +$25.4K ﹤0.01% 1689

Other funds holding BEAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Merit Financial Group's BEAT Position: Q3 2025 in Review

Merit Financial Group sold out of Heartbeam (BEAT) in Q3 2025, closing a stake of 15,274 shares — an estimated $19.1K sold.

Merit Financial Group first reported a position in BEAT in Q2 2025 and held it in 1 quarter. The position peaked at $19.1K in Q2 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q3 2025.

  • Merit Financial Group reported no remaining Heartbeam position as of Q3 2025 after selling out during the quarter.
  • Merit Financial Group sold 15,274 Heartbeam shares in Q3 2025, an estimated $19.1K.
  • Merit Financial Group first reported a position in Heartbeam in Q2 2025 and held it in 1 quarter.
  • Merit Financial Group's Heartbeam position peaked at $19.1K in Q2 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q3 2025.

Based on Merit Financial Group's 13F filing for Q3 2025, filed 20 Oct 2025.