State Street’s Heartbeam BEAT Stock Holding History

State Street’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	$153K	Hold	125,473	–	–	﹤0.01%	3951
2025 Q4	$301K	Buy	125,473 +47,100	+60%	+$80.8K	﹤0.01%	3808
2025 Q3	$129K	Hold	78,373	–	–	﹤0.01%	4006
2025 Q2	$98K	Hold	78,373	–	–	﹤0.01%	3978
2025 Q1	$158K	Hold	78,373	–	–	﹤0.01%	3879
2024 Q4	$180K	Buy	78,373 +8,800	+13%	+$22.1K	﹤0.01%	3875
2024 Q3	$161K	Hold	69,573	–	–	﹤0.01%	3869
2024 Q2	$179K	Buy	69,573 +4,300	+7%	+$9.71K	﹤0.01%	3854
2024 Q1	$142K	Hold	65,273	–	–	﹤0.01%	3952
2023 Q4	$153K	Hold	65,273	–	–	﹤0.01%	3952
2023 Q3	$140K	Hold	65,273	–	–	﹤0.01%	4024
2023 Q2	$157K	Buy	65,273 +47,800	+274%	+$110K	﹤0.01%	4078
2023 Q1	$39.5K	Hold	17,473	–	–	﹤0.01%	4560
2022 Q4	$85.3K	Buy	+17,473	New	+$75.7K	﹤0.01%	4416

Other funds holding BEAT

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

RWM

Ritholtz Wealth Management New York $5.76B AUM 24.57% 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

State Street's BEAT Position: Q1 2026 in Review

State Street held its Heartbeam (BEAT) position steady in Q1 2026 at 125,473 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #3951.

State Street first reported a position in BEAT in Q4 2022 and has held it in 14 quarters since. The position peaked at $301K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

State Street held 125,473 shares of Heartbeam worth $153K as of Q1 2026.
State Street left its Heartbeam share count unchanged in Q1 2026.
Heartbeam made up ﹤0.01% of State Street's portfolio in Q1 2026, its #3951 holding.
State Street first reported a position in Heartbeam in Q4 2022 and has held it in 14 quarters since.
State Street's Heartbeam position peaked at $301K in Q4 2025.
38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on State Street's 13F filing for Q1 2026, filed 15 May 2026.