TI
HTFL

TrueMark Investments’s Heartflow Inc HTFL Stock Holding History

TrueMark Investments’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 		– Sell
-26,885
Closed -$654K – 209
2026
Q1 		$654K Buy
26,885
+379
+1% +$10.3K 0.13% 98
2025
Q4 		$773K Sell
26,506
-758
-3% -$24.4K 0.15% 122
2025
Q3 		$918K Buy
+27,264
New +$876K 0.16% 129

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

TrueMark Investments's HTFL Position: Q2 2026 in Review

TrueMark Investments sold out of Heartflow Inc (HTFL) in Q2 2026, closing a stake of 26,885 shares — an estimated $654K sold.

TrueMark Investments first reported a position in HTFL in Q3 2025 and held it in 3 quarters. The position peaked at $918K in Q3 2025. 22 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • TrueMark Investments reported no remaining Heartflow Inc position as of Q2 2026 after selling out during the quarter.
  • TrueMark Investments sold 26,885 Heartflow Inc shares in Q2 2026, an estimated $654K.
  • TrueMark Investments first reported a position in Heartflow Inc in Q3 2025 and held it in 3 quarters.
  • TrueMark Investments's Heartflow Inc position peaked at $918K in Q3 2025.
  • 22 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.