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O'Shaughnessy Asset Management’s Heartbeam BEAT Stock Holding History

O'Shaughnessy Asset Management’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 		$156K Hold
208,191
– – ﹤0.01% 2082
2026
Q1 		$254K Buy
208,191
+69,009
+50% +$110K ﹤0.01% 1874
2025
Q4 		$334K Hold
139,182
– – ﹤0.01% 1714
2025
Q3 		$230K Hold
139,182
– – ﹤0.01% 1901
2025
Q2 		$174K Hold
139,182
– – ﹤0.01% 1862
2025
Q1 		$280K Hold
139,182
– – ﹤0.01% 1622
2024
Q4 		$320K Hold
139,182
– – ﹤0.01% 1492
2024
Q3 		$315K Buy
+139,182
New +$336K ﹤0.01% 1462

Other funds holding BEAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
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
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Geode Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
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

O'Shaughnessy Asset Management's BEAT Position: Q2 2026 in Review

O'Shaughnessy Asset Management held its Heartbeam (BEAT) position steady in Q2 2026 at 208,191 shares worth $156K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

O'Shaughnessy Asset Management first reported a position in BEAT in Q3 2024 and has held it in 8 quarters since. The position peaked at $334K in Q4 2025. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • O'Shaughnessy Asset Management held 208,191 shares of Heartbeam worth $156K as of Q2 2026.
  • O'Shaughnessy Asset Management left its Heartbeam share count unchanged in Q2 2026.
  • Heartbeam made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2082 holding.
  • O'Shaughnessy Asset Management first reported a position in Heartbeam in Q3 2024 and has held it in 8 quarters since.
  • O'Shaughnessy Asset Management's Heartbeam position peaked at $334K in Q4 2025.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.