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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
Q3 		$213K Buy
+4,284
New +$162K ﹤0.01% 758
2026
Q2 		– Sell
-10,889
Closed -$265K – 892
2026
Q1 		$265K Buy
+10,889
New +$296K 0.01% 599

Other funds holding HTFL

CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Valeo Financial Advisors's HTFL Position: Q3 2026 in Review

Valeo Financial Advisors opened a new position in Heartflow Inc (HTFL) in Q3 2026: 4,284 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #758 among its holdings. This is a return to the name: Valeo Financial Advisors previously reported a position in HTFL as recently as Q1 2026.

Valeo Financial Advisors first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. The position peaked at $265K in Q1 2026. 6 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • Valeo Financial Advisors held 4,284 shares of Heartflow Inc worth $213K as of Q3 2026.
  • Heartflow Inc was a new Valeo Financial Advisors position in Q3 2026.
  • Heartflow Inc made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #758 holding.
  • Valeo Financial Advisors first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
  • Valeo Financial Advisors's Heartflow Inc position peaked at $265K in Q1 2026.
  • 6 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.