Morgan Stanley
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Morgan Stanley’s Heartbeam BEAT Stock Holding History

Morgan Stanley’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
Q1 		$71.5K Sell
58,599
-3,033
-5% -$4.84K ﹤0.01% 6288
2025
Q4 		$148K Sell
61,632
-8,989
-13% -$15.4K ﹤0.01% 6043
2025
Q3 		$117K Sell
70,621
-2,101
-3% -$2.7K ﹤0.01% 6084
2025
Q2 		$90.9K Hold
72,722
– – ﹤0.01% 6172
2025
Q1 		$146K Buy
72,722
+66,666
+1,101% +$142K ﹤0.01% 5855
2024
Q4 		$13.9K Hold
6,056
– – ﹤0.01% 6685
2024
Q3 		$14.1K Buy
6,056
+1,700
+39% +$4.11K ﹤0.01% 6616
2024
Q2 		$11.2K Sell
4,356
-3,667
-46% -$8.28K ﹤0.01% 6637
2024
Q1 		$17.5K Sell
8,023
-4,023
-33% -$7.59K ﹤0.01% 6528
2023
Q4 		$28.3K Buy
12,046
+6,023
+100% +$8.99K ﹤0.01% 6538
2023
Q3 		$12.9K Sell
6,023
-2,899
-32% -$7.37K ﹤0.01% 6638
2023
Q2 		$21.5K Buy
8,922
+3,262
+58% +$7.52K ﹤0.01% 6542
2023
Q1 		$12.8K Buy
5,660
+3,305
+140% +$11.6K ﹤0.01% 6795
2022
Q4 		$11.5K Buy
2,355
+99
+4% +$429 ﹤0.01% 6884
2022
Q3 		$9K Buy
+2,256
New +$3.59K ﹤0.01% 7094

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 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
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Morgan Stanley's BEAT Position: Q1 2026 in Review

Morgan Stanley reduced its Heartbeam (BEAT) stake by 4.9% in Q1 2026, selling an estimated $4.84K and leaving 58,599 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #6288.

Morgan Stanley first reported a position in BEAT in Q3 2022 and has held it in 15 quarters since. The position peaked at $148K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Morgan Stanley held 58,599 shares of Heartbeam worth $71.5K as of Q1 2026.
  • Morgan Stanley sold 3,033 Heartbeam shares in Q1 2026, an estimated $4.84K.
  • Heartbeam made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6288 holding.
  • Morgan Stanley first reported a position in Heartbeam in Q3 2022 and has held it in 15 quarters since.
  • Morgan Stanley's Heartbeam position peaked at $148K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.