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Ritholtz Wealth Management’s Heartbeam BEAT Stock Holding History

Ritholtz Wealth 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 Hold
208,191
– – ﹤0.01% 1047
2025
Q4 		$500K Buy
208,191
+69,009
+50% +$118K 0.01% 718
2025
Q3 		$230K Hold
139,182
– – ﹤0.01% 931
2025
Q2 		$174K Hold
139,182
– – ﹤0.01% 928
2025
Q1 		$280K Hold
139,182
– – 0.01% 766
2024
Q4 		$320K Hold
139,182
– – 0.01% 689
2024
Q3 		$323K Buy
+139,182
New +$336K 0.01% 679

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
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

Ritholtz Wealth Management's BEAT Position: Q1 2026 in Review

Ritholtz Wealth Management held its Heartbeam (BEAT) position steady in Q1 2026 at 208,191 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Ritholtz Wealth Management first reported a position in BEAT in Q3 2024 and has held it in 7 quarters since. The position peaked at $500K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Ritholtz Wealth Management held 208,191 shares of Heartbeam worth $254K as of Q1 2026.
  • Ritholtz Wealth Management left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #1047 holding.
  • Ritholtz Wealth Management first reported a position in Heartbeam in Q3 2024 and has held it in 7 quarters since.
  • Ritholtz Wealth Management's Heartbeam position peaked at $500K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.