Root Financial Partners’s Heartflow Inc HTFL Stock Holding History

Root Financial Partners’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
2026 Q2	–	Sell	-106	Closed	-$2.58K	–	3446
2026 Q1	$2.58K	Buy	+106	New	+$2.88K	﹤0.01%	2208

Other funds holding HTFL

BCLSI

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Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Root Financial Partners's HTFL Position: Q2 2026 in Review

Root Financial Partners sold out of Heartflow Inc (HTFL) in Q2 2026, closing a stake of 106 shares — an estimated $2.58K sold.

Root Financial Partners first reported a position in HTFL in Q1 2026 and held it in 1 quarter. The position peaked at $2.58K in Q1 2026. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

Root Financial Partners reported no remaining Heartflow Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 106 Heartflow Inc shares in Q2 2026, an estimated $2.58K.
Root Financial Partners first reported a position in Heartflow Inc in Q1 2026 and held it in 1 quarter.
Root Financial Partners's Heartflow Inc position peaked at $2.58K in Q1 2026.
193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.