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 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

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

Northern Trust's BEAT Position: Q1 2026 in Review

Northern Trust held its Heartbeam (BEAT) position steady in Q1 2026 at 58,164 shares worth $71K. The position accounts for ﹤0.01% of the portfolio, ranked #4184.

Northern Trust first reported a position in BEAT in Q2 2023 and has held it in 12 quarters since. The position peaked at $140K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

Northern Trust held 58,164 shares of Heartbeam worth $71K as of Q1 2026.
Northern Trust left its Heartbeam share count unchanged in Q1 2026.
Heartbeam made up ﹤0.01% of Northern Trust's portfolio in Q1 2026, its #4184 holding.
Northern Trust first reported a position in Heartbeam in Q2 2023 and has held it in 12 quarters since.
Northern Trust's Heartbeam position peaked at $140K in Q4 2025.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Northern Trust's 13F filing for Q1 2026, filed 14 May 2026.