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Steward Partners Investment Advisory’s Heartbeam BEAT Stock Holding History

Steward Partners Investment Advisory’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 		– Sell
-11,000
Closed -$26.4K – 4435
2025
Q4 		$26.4K Hold
11,000
– – ﹤0.01% 3018
2025
Q3 		$18.1K Hold
11,000
– – ﹤0.01% 3139
2025
Q2 		$13.8K Hold
11,000
– – ﹤0.01% 3063
2025
Q1 		$22.1K Buy
+11,000
New +$23.4K ﹤0.01% 2765

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
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
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 $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Steward Partners Investment Advisory's BEAT Position: Q1 2026 in Review

Steward Partners Investment Advisory sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 11,000 shares — an estimated $26.4K sold.

Steward Partners Investment Advisory first reported a position in BEAT in Q1 2025 and held it in 4 quarters. The position peaked at $26.4K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Steward Partners Investment Advisory reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 11,000 Heartbeam shares in Q1 2026, an estimated $26.4K.
  • Steward Partners Investment Advisory first reported a position in Heartbeam in Q1 2025 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Heartbeam position peaked at $26.4K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.