Vontobel Holding’s Heartflow Inc HTFL Stock Holding History

Vontobel Holding’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	$1.02M	Buy	+20,500	New	+$778K	﹤0.01%	811

Other funds holding HTFL

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

FIA

FNY Investment Advisers New York $402M AUM 85.34% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Vontobel Holding's HTFL Position: Q3 2026 in Review

Vontobel Holding opened a new position in Heartflow Inc (HTFL) in Q3 2026: 20,500 shares worth $1.02M. The stake represents ﹤0.01% of the portfolio and ranks #811 among its holdings.

17 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

Vontobel Holding held 20,500 shares of Heartflow Inc worth $1.02M as of Q3 2026.
Heartflow Inc was a new Vontobel Holding position in Q3 2026.
Heartflow Inc made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #811 holding.
17 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.