NewEdge Advisors’s Heartbeam BEAT Stock Holding History

NewEdge Advisors’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	$1.22K	Hold	1,000	–	–	﹤0.01%	3877
2025 Q4	$2.4K	Hold	1,000	–	–	﹤0.01%	3852
2025 Q3	$1.65K	Hold	1,000	–	–	﹤0.01%	3814
2025 Q2	$1.25K	Sell	1,000 -10,000	-91%	-$16.6K	﹤0.01%	3694
2025 Q1	$22.1K	Hold	11,000	–	–	﹤0.01%	2829
2024 Q4	$25.3K	Hold	11,000	–	–	﹤0.01%	2741
2024 Q3	$25.5K	Hold	11,000	–	–	﹤0.01%	2650
2024 Q2	$28.3K	Hold	11,000	–	–	﹤0.01%	2521
2024 Q1	$24K	Buy	11,000 +10,000	+1,000%	+$18.9K	﹤0.01%	2567
2023 Q4	$2.35K	Hold	1,000	–	–	﹤0.01%	3308
2023 Q3	$2.15K	Hold	1,000	–	–	﹤0.01%	3028
2023 Q2	$2.41K	Hold	1,000	–	–	﹤0.01%	3038
2023 Q1	$2.27K	Buy	+1,000	New	+$3.51K	﹤0.01%	3001

Other funds holding BEAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

NewEdge Advisors's BEAT Position: Q1 2026 in Review

NewEdge Advisors held its Heartbeam (BEAT) position steady in Q1 2026 at 1,000 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #3877.

NewEdge Advisors first reported a position in BEAT in Q1 2023 and has held it in 13 quarters since. The position peaked at $28.3K in Q2 2024. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

NewEdge Advisors held 1,000 shares of Heartbeam worth $1.22K as of Q1 2026.
NewEdge Advisors left its Heartbeam share count unchanged in Q1 2026.
Heartbeam made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #3877 holding.
NewEdge Advisors first reported a position in Heartbeam in Q1 2023 and has held it in 13 quarters since.
NewEdge Advisors's Heartbeam position peaked at $28.3K in Q2 2024.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.