SCM
HTFL

Sterling Capital Management’s Heartflow Inc HTFL Stock Holding History

Sterling Capital Management’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 		$8.27K Sell
282
-105
-27% -$3.15K ﹤0.01% 2325
2026
Q1 		$9.42K Sell
387
-210
-35% -$5.7K ﹤0.01% 2400
2025
Q4 		$17.4K Buy
+597
New +$19.2K ﹤0.01% 2309

Other funds holding HTFL

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
RA
RiverPark Advisors New York $219M AUM 14.91% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Sterling Capital Management's HTFL Position: Q2 2026 in Review

Sterling Capital Management reduced its Heartflow Inc (HTFL) stake by 27% in Q2 2026, selling an estimated $3.15K and leaving 282 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #2325.

Sterling Capital Management first reported a position in HTFL in Q4 2025 and has held it in 3 quarters since. The position peaked at $17.4K in Q4 2025. 22 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Sterling Capital Management held 282 shares of Heartflow Inc worth $8.27K as of Q2 2026.
  • Sterling Capital Management sold 105 Heartflow Inc shares in Q2 2026, an estimated $3.15K.
  • Heartflow Inc made up ﹤0.01% of Sterling Capital Management's portfolio in Q2 2026, its #2325 holding.
  • Sterling Capital Management first reported a position in Heartflow Inc in Q4 2025 and has held it in 3 quarters since.
  • Sterling Capital Management's Heartflow Inc position peaked at $17.4K in Q4 2025.
  • 22 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Sterling Capital Management's 13F filing for Q2 2026, filed 28 Jul 2026.