UBS Group
BEAT icon

UBS Group’s Heartbeam BEAT Stock Holding History

UBS Group’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
Q2 		$224K Sell
298,917
-36,272
-11% -$32.4K ﹤0.01% 6726
2026
Q1 		$409K Sell
335,189
-118,530
-26% -$189K ﹤0.01% 6219
2025
Q4 		$1.09M Buy
453,719
+261,166
+136% +$448K ﹤0.01% 5489
2025
Q3 		$318K Sell
192,553
-6,714
-3% -$8.63K ﹤0.01% 6400
2025
Q2 		$249K Sell
199,267
-3,770
-2% -$6.26K ﹤0.01% 6573
2025
Q1 		$408K Buy
203,037
+43,035
+27% +$91.7K ﹤0.01% 6015
2024
Q4 		$368K Hold
160,002
– – ﹤0.01% 6056
2024
Q3 		$371K Hold
160,002
– – ﹤0.01% 5444
2024
Q2 		$411K Sell
160,002
-1,613
-1% -$3.64K ﹤0.01% 5156
2024
Q1 		$352K Sell
161,615
-16,098
-9% -$30.4K ﹤0.01% 5456
2023
Q4 		$418K Buy
177,713
+17,711
+11% +$26.4K ﹤0.01% 5238
2023
Q3 		$344K Sell
160,002
-1,319
-0.8% -$3.35K ﹤0.01% 4946
2023
Q2 		$389K Buy
161,321
+158,576
+5,777% +$366K ﹤0.01% 5032
2023
Q1 		$6.23K Buy
+2,745
New +$9.64K ﹤0.01% 7942
2022
Q4 		– Sell
-492
Closed -$2K – 10729
2022
Q3 		$2K Buy
+492
New +$784 ﹤0.01% 9693
2022
Q2 		– Sell
-632
Closed -$1K – 10311
2022
Q1 		$1K Sell
632
-4,109
-87% -$8.93K ﹤0.01% 9841
2021
Q4 		$15K Buy
+4,741
New +$18K ﹤0.01% 8234

Other funds holding BEAT

Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
BL
Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
Vanguard Fiduciary Trust
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $21.7B AUM 41.93% 1-Year Est. Return

UBS Group's BEAT Position: Q2 2026 in Review

UBS Group reduced its Heartbeam (BEAT) stake by 11% in Q2 2026, selling an estimated $32.4K and leaving 298,917 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #6726.

UBS Group first reported a position in BEAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.09M in Q4 2025. 42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

  • UBS Group held 298,917 shares of Heartbeam worth $224K as of Q2 2026.
  • UBS Group sold 36,272 Heartbeam shares in Q2 2026, an estimated $32.4K.
  • Heartbeam made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #6726 holding.
  • UBS Group first reported a position in Heartbeam in Q4 2021 and has held it in 17 quarters since.
  • UBS Group's Heartbeam position peaked at $1.09M in Q4 2025.
  • 42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.