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Sigma Planning Corp’s Heartbeam BEAT Stock Holding History

Sigma Planning Corp’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 		$186K Buy
247,700
+115,150
+87% +$103K ﹤0.01% 1345
2026
Q1 		$162K Buy
132,550
+70,900
+115% +$113K ﹤0.01% 1258
2025
Q4 		$148K Buy
61,650
+19,250
+45% +$33K ﹤0.01% 1244
2025
Q3 		$70K Sell
42,400
-31,450
-43% -$40.4K ﹤0.01% 1269
2025
Q2 		$92.3K Buy
73,850
+400
+0.5% +$664 ﹤0.01% 1212
2025
Q1 		$148K Buy
+73,450
New +$156K ﹤0.01% 1141

Other funds holding BEAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
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
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Geode Capital Management
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

Sigma Planning Corp's BEAT Position: Q2 2026 in Review

Sigma Planning Corp increased its Heartbeam (BEAT) stake by 87% in Q2 2026, buying an estimated $103K and bringing the position to 247,700 shares worth $186K. The position accounts for ﹤0.01% of the portfolio, ranked #1345.

Sigma Planning Corp first reported a position in BEAT in Q1 2025 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Sigma Planning Corp held 247,700 shares of Heartbeam worth $186K as of Q2 2026.
  • Sigma Planning Corp bought 115,150 Heartbeam shares in Q2 2026, an estimated $103K.
  • Heartbeam made up ﹤0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1345 holding.
  • Sigma Planning Corp first reported a position in Heartbeam in Q1 2025 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.