PTC
HTFL

Private Trust Company’s Heartflow Inc HTFL Stock Holding History

Private Trust Company’s Portfolio HTFL Stock Details HTFL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-77
Closed -$2.59K – 2700
2025
Q3 		$2.59K Buy
+77
New +$2.48K ﹤0.01% 2306

Other funds holding HTFL

BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Private Trust Company's HTFL Position: Q4 2025 in Review

Private Trust Company sold out of Heartflow Inc (HTFL) in Q4 2025, closing a stake of 77 shares — an estimated $2.59K sold.

Private Trust Company first reported a position in HTFL in Q3 2025 and held it in 1 quarter. The position peaked at $2.59K in Q3 2025. 112 funds tracked by Wall St. Rank hold HTFL as of Q4 2025.

  • Private Trust Company reported no remaining Heartflow Inc position as of Q4 2025 after selling out during the quarter.
  • Private Trust Company sold 77 Heartflow Inc shares in Q4 2025, an estimated $2.59K.
  • Private Trust Company first reported a position in Heartflow Inc in Q3 2025 and held it in 1 quarter.
  • Private Trust Company's Heartflow Inc position peaked at $2.59K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Heartflow Inc as of Q4 2025.

Based on Private Trust Company's 13F filing for Q4 2025, filed 26 Jan 2026.