Osaic Holdings
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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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
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
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

Osaic Holdings's BEAT Position: Q1 2026 in Review

Osaic Holdings 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 #7205.

Osaic Holdings first reported a position in BEAT in Q4 2023 and has held it in 9 quarters since. The position peaked at $29.8K in Q2 2024. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Osaic Holdings held 1,000 shares of Heartbeam worth $1.22K as of Q1 2026.
  • Osaic Holdings left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #7205 holding.
  • Osaic Holdings first reported a position in Heartbeam in Q4 2023 and has held it in 9 quarters since.
  • Osaic Holdings's Heartbeam position peaked at $29.8K in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.