SPIA
HTFL

Steward Partners Investment Advisory’s Heartflow Inc HTFL Stock Holding History

Steward Partners Investment Advisory’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 		$1.82K Hold
62
– – ﹤0.01% 4262
2026
Q1 		$1.51K Hold
62
– – ﹤0.01% 4125
2025
Q4 		$1.81K Hold
62
– – ﹤0.01% 3986
2025
Q3 		$2.09K Buy
+62
New +$1.99K ﹤0.01% 3911

Other funds holding HTFL

BCLSI
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Steward Partners Investment Advisory's HTFL Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Heartflow Inc (HTFL) position steady in Q2 2026 at 62 shares worth $1.82K. The position accounts for ﹤0.01% of the portfolio, ranked #4262.

Steward Partners Investment Advisory first reported a position in HTFL in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.09K in Q3 2025. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Steward Partners Investment Advisory held 62 shares of Heartflow Inc worth $1.82K as of Q2 2026.
  • Steward Partners Investment Advisory left its Heartflow Inc share count unchanged in Q2 2026.
  • Heartflow Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4262 holding.
  • Steward Partners Investment Advisory first reported a position in Heartflow Inc in Q3 2025 and has held it in 4 quarters since.
  • Steward Partners Investment Advisory's Heartflow Inc position peaked at $2.09K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.