Wealth Enhancement Advisory Services
HTFL icon

Wealth Enhancement Advisory Services’s Heartflow Inc HTFL Stock Holding History

Wealth Enhancement Advisory Services’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 		$7.23M Sell
151,821
-15,385
-9% -$584K 0.01% 875
2026
Q2 		$4.47M Buy
167,206
+33,215
+25% +$998K 0.01% 1078
2026
Q1 		$3.33M Buy
+133,991
New +$3.64M 0.01% 1115

Other funds holding HTFL

Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Brown Capital Management
Brown Capital Management Baltimore, Maryland $527M AUM 33.67% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Arizona State Retirement System
Arizona State Retirement System Phoenix, Arizona $20.3B AUM 36.55% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTFL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Heartflow Inc (HTFL) stake by 9.2% in Q3 2026, selling an estimated $584K and leaving 151,821 shares worth $7.23M. The position accounts for 0.01% of the portfolio, ranked #875.

Wealth Enhancement Advisory Services first reported a position in HTFL in Q1 2026 and has held it in 3 quarters since. 54 funds tracked by Wall St. Rank hold HTFL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 151,821 shares of Heartflow Inc worth $7.23M as of Q3 2026.
  • Wealth Enhancement Advisory Services sold 15,385 Heartflow Inc shares in Q3 2026, an estimated $584K.
  • Heartflow Inc made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #875 holding.
  • Wealth Enhancement Advisory Services first reported a position in Heartflow Inc in Q1 2026 and has held it in 3 quarters since.
  • 54 funds tracked by Wall St. Rank held Heartflow Inc as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.