Valeo Financial Advisors’s Heartflow Inc HTFL Stock Holding History

Valeo Financial Advisors’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	-10,889	Closed	-$265K	–	892
2026 Q1	$265K	Buy	+10,889	New	+$296K	0.01%	599

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

Valeo Financial Advisors's HTFL Position: Q2 2026 in Review

Valeo Financial Advisors sold out of Heartflow Inc (HTFL) in Q2 2026, closing a stake of 10,889 shares — an estimated $265K sold.

Valeo Financial Advisors first reported a position in HTFL in Q1 2026 and held it in 1 quarter. The position peaked at $265K in Q1 2026. 193 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

Valeo Financial Advisors reported no remaining Heartflow Inc position as of Q2 2026 after selling out during the quarter.
Valeo Financial Advisors sold 10,889 Heartflow Inc shares in Q2 2026, an estimated $265K.
Valeo Financial Advisors first reported a position in Heartflow Inc in Q1 2026 and held it in 1 quarter.
Valeo Financial Advisors's Heartflow Inc position peaked at $265K in Q1 2026.
193 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.