Morgan Stanley
BEAT icon

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
Q2 		$42.8K Sell
57,045
-1,554
-3% -$1.39K ﹤0.01% 6568
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 Buy
8,023
+2,000
+33% +$3.77K ﹤0.01% 6528
2023
Q4 		$14.2K Hold
6,023
– – ﹤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

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

Morgan Stanley's BEAT Position: Q2 2026 in Review

Morgan Stanley reduced its Heartbeam (BEAT) stake by 2.7% in Q2 2026, selling an estimated $1.39K and leaving 57,045 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #6568.

Morgan Stanley first reported a position in BEAT in Q3 2022 and has held it in 16 quarters since. The position peaked at $148K in Q4 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Morgan Stanley held 57,045 shares of Heartbeam worth $42.8K as of Q2 2026.
  • Morgan Stanley sold 1,554 Heartbeam shares in Q2 2026, an estimated $1.39K.
  • Heartbeam made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6568 holding.
  • Morgan Stanley first reported a position in Heartbeam in Q3 2022 and has held it in 16 quarters since.
  • Morgan Stanley's Heartbeam position peaked at $148K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.