Osaic Holdings’s Heartbeam BEAT Stock Holding History

Osaic Holdings’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	$750	Hold	1,000	–	–	﹤0.01%	7568
2026 Q1	$1.22K	Hold	1,000	–	–	﹤0.01%	7205
2025 Q4	$2.4K	Hold	1,000	–	–	﹤0.01%	7026
2025 Q3	$1.65K	Hold	1,000	–	–	﹤0.01%	7193
2025 Q2	$1.25K	Hold	1,000	–	–	﹤0.01%	7086
2025 Q1	$2.01K	Buy	+1,000	New	+$2.13K	﹤0.01%	6595
2024 Q4	–	Sell	-11,597	Closed	-$26.9K	–	7417
2024 Q3	$26.9K	Hold	11,597	–	–	﹤0.01%	5180
2024 Q2	$29.8K	Hold	11,597	–	–	﹤0.01%	5059
2024 Q1	$25.3K	Hold	11,597	–	–	﹤0.01%	5207
2023 Q4	$27.3K	Buy	+11,597	New	+$17.3K	﹤0.01%	5316

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

Osaic Holdings's BEAT Position: Q2 2026 in Review

Osaic Holdings held its Heartbeam (BEAT) position steady in Q2 2026 at 1,000 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #7568.

Osaic Holdings first reported a position in BEAT in Q4 2023 and has held it in 10 quarters since. The position peaked at $29.8K in Q2 2024. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Osaic Holdings held 1,000 shares of Heartbeam worth $750 as of Q2 2026.
Osaic Holdings left its Heartbeam share count unchanged in Q2 2026.
Heartbeam made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #7568 holding.
Osaic Holdings first reported a position in Heartbeam in Q4 2023 and has held it in 10 quarters since.
Osaic Holdings's Heartbeam position peaked at $29.8K in Q2 2024.
41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.