Root Financial Partners
HTFL icon

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
Q3 		$5.32K Buy
+107
New +$4.06K ﹤0.01% 2205
2026
Q2 		– Sell
-106
Closed -$2.58K – 3446
2026
Q1 		$2.58K Buy
+106
New +$2.88K ﹤0.01% 2208

Other funds holding HTFL

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Root Financial Partners's HTFL Position: Q3 2026 in Review

Root Financial Partners opened a new position in Heartflow Inc (HTFL) in Q3 2026: 107 shares worth $5.32K. The stake represents ﹤0.01% of the portfolio and ranks #2205 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in HTFL as recently as Q1 2026.

Root Financial Partners first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. 171 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • Root Financial Partners held 107 shares of Heartflow Inc worth $5.32K as of Q3 2026.
  • Heartflow Inc was a new Root Financial Partners position in Q3 2026.
  • Heartflow Inc made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2205 holding.
  • Root Financial Partners first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
  • 171 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.