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 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

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

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

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

O'Shaughnessy Asset Management's BEAT Position: Q1 2026 in Review

O'Shaughnessy Asset Management increased its Heartbeam (BEAT) stake by 50% in Q1 2026, buying an estimated $110K and bringing the position to 208,191 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1874.

O'Shaughnessy Asset Management first reported a position in BEAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $334K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

O'Shaughnessy Asset Management held 208,191 shares of Heartbeam worth $254K as of Q1 2026.
O'Shaughnessy Asset Management bought 69,009 Heartbeam shares in Q1 2026, an estimated $110K.
Heartbeam made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #1874 holding.
O'Shaughnessy Asset Management first reported a position in Heartbeam in Q3 2024 and has held it in 7 quarters since.
O'Shaughnessy Asset Management's Heartbeam position peaked at $334K in Q4 2025.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.