Northern Trust’s Heartbeam BEAT Stock Holding History

Northern Trust’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	$75.8K	Buy	101,129 +42,965	+74%	+$38.4K	﹤0.01%	4185
2026 Q1	$71K	Hold	58,164	–	–	﹤0.01%	4184
2025 Q4	$140K	Buy	58,164 +8,649	+17%	+$14.8K	﹤0.01%	4073
2025 Q3	$81.7K	Hold	49,515	–	–	﹤0.01%	4180
2025 Q2	$61.9K	Hold	49,515	–	–	﹤0.01%	4200
2025 Q1	$99.5K	Hold	49,515	–	–	﹤0.01%	4113
2024 Q4	$114K	Buy	49,515 +2,695	+6%	+$6.78K	﹤0.01%	4129
2024 Q3	$109K	Hold	46,820	–	–	﹤0.01%	4028
2024 Q2	$120K	Sell	46,820 -505	-1%	-$1.14K	﹤0.01%	4005
2024 Q1	$103K	Hold	47,325	–	–	﹤0.01%	4074
2023 Q4	$111K	Hold	47,325	–	–	﹤0.01%	4090
2023 Q3	$102K	Hold	47,325	–	–	﹤0.01%	4011
2023 Q2	$114K	Buy	+47,325	New	+$109K	﹤0.01%	4001

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Northern Trust's BEAT Position: Q2 2026 in Review

Northern Trust increased its Heartbeam (BEAT) stake by 74% in Q2 2026, buying an estimated $38.4K and bringing the position to 101,129 shares worth $75.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4185.

Northern Trust first reported a position in BEAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $140K in Q4 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Northern Trust held 101,129 shares of Heartbeam worth $75.8K as of Q2 2026.
Northern Trust bought 42,965 Heartbeam shares in Q2 2026, an estimated $38.4K.
Heartbeam made up ﹤0.01% of Northern Trust's portfolio in Q2 2026, its #4185 holding.
Northern Trust first reported a position in Heartbeam in Q2 2023 and has held it in 13 quarters since.
Northern Trust's Heartbeam position peaked at $140K in Q4 2025.
41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Northern Trust's 13F filing for Q2 2026, filed 13 Aug 2026.