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Spectrum Asset Management (California)’s Heartbeam BEAT Stock Holding History

Spectrum Asset Management (California)’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 		$75.3K Buy
100,400
+6,000
+6% +$5.36K 0.02% 111
2026
Q1 		$115K Hold
94,400
– – 0.04% 104
2025
Q4 		$227K Buy
94,400
+20,000
+27% +$34.3K 0.08% 99
2025
Q3 		$123K Hold
74,400
– – 0.04% 106
2025
Q2 		$93K Hold
74,400
– – 0.04% 94
2025
Q1 		$150K Hold
74,400
– – 0.07% 82
2024
Q4 		$171K Buy
74,400
+20,000
+37% +$50.3K 0.08% 92
2024
Q3 		$126K Sell
54,400
-52,800
-49% -$128K 0.05% 92
2024
Q2 		$276K Buy
107,200
+62,300
+139% +$141K 0.13% 82
2024
Q1 		$97.9K Hold
44,900
– – 0.04% 92
2023
Q4 		$106K Hold
44,900
– – 0.05% 85
2023
Q3 		$96.5K Buy
44,900
+2,000
+5% +$5.08K 0.05% 86
2023
Q2 		$103K Buy
+42,900
New +$99K 0.05% 84

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
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Spectrum Asset Management (California)'s BEAT Position: Q2 2026 in Review

Spectrum Asset Management (California) increased its Heartbeam (BEAT) stake by 6.4% in Q2 2026, buying an estimated $5.36K and bringing the position to 100,400 shares worth $75.3K. The position accounts for 0.02% of the portfolio, ranked #111.

Spectrum Asset Management (California) first reported a position in BEAT in Q2 2023 and has held it in 13 quarters since. The position peaked at $276K in Q2 2024. 41 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • Spectrum Asset Management (California) held 100,400 shares of Heartbeam worth $75.3K as of Q2 2026.
  • Spectrum Asset Management (California) bought 6,000 Heartbeam shares in Q2 2026, an estimated $5.36K.
  • Heartbeam made up 0.02% of Spectrum Asset Management (California)'s portfolio in Q2 2026, its #111 holding.
  • Spectrum Asset Management (California) first reported a position in Heartbeam in Q2 2023 and has held it in 13 quarters since.
  • Spectrum Asset Management (California)'s Heartbeam position peaked at $276K in Q2 2024.
  • 41 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Spectrum Asset Management (California)'s 13F filing for Q2 2026, filed 3 Aug 2026.