Owls Nest Partners IA’s Heartbeam BEAT Stock Holding History

Owls Nest Partners IA’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	–	Sell	-25,046	Closed	-$30.6K	–	18
2026 Q1	$30.6K	Buy	+25,046	New	+$40K	0.01%	13

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

Owls Nest Partners IA's BEAT Position: Q2 2026 in Review

Owls Nest Partners IA sold out of Heartbeam (BEAT) in Q2 2026, closing a stake of 25,046 shares — an estimated $30.6K sold.

Owls Nest Partners IA first reported a position in BEAT in Q1 2026 and held it in 1 quarter. The position peaked at $30.6K in Q1 2026. 42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Owls Nest Partners IA reported no remaining Heartbeam position as of Q2 2026 after selling out during the quarter.
Owls Nest Partners IA sold 25,046 Heartbeam shares in Q2 2026, an estimated $30.6K.
Owls Nest Partners IA first reported a position in Heartbeam in Q1 2026 and held it in 1 quarter.
Owls Nest Partners IA's Heartbeam position peaked at $30.6K in Q1 2026.
42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Owls Nest Partners IA's 13F filing for Q2 2026, filed 13 Aug 2026.