True Wealth Design’s Heartflow Inc HTFL Stock Holding History

True Wealth Design’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	$5.08K	Buy	173 +22	+15%	+$661	﹤0.01%	1325
2026 Q1	$3.67K	Buy	+151	New	+$4.1K	﹤0.01%	1322

Other funds holding HTFL

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.68B AUM 126.09% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

True Wealth Design's HTFL Position: Q2 2026 in Review

True Wealth Design increased its Heartflow Inc (HTFL) stake by 15% in Q2 2026, buying an estimated $661 and bringing the position to 173 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #1325.

True Wealth Design first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

True Wealth Design held 173 shares of Heartflow Inc worth $5.08K as of Q2 2026.
True Wealth Design bought 22 Heartflow Inc shares in Q2 2026, an estimated $661.
Heartflow Inc made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1325 holding.
True Wealth Design first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.