Wealth Enhancement Advisory Services
HTFL

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
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

TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
CFFP
Center for Financial Planning Southfied, Michigan $1.07B AUM 18.98% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services's HTFL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Heartflow Inc (HTFL) stake by 25% in Q2 2026, buying an estimated $998K and bringing the position to 167,206 shares worth $4.47M. The position accounts for 0.01% of the portfolio, ranked #1078.

Wealth Enhancement Advisory Services first reported a position in HTFL in Q1 2026 and has held it in 2 quarters since. 17 funds tracked by Wall St. Rank hold HTFL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 167,206 shares of Heartflow Inc worth $4.47M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 33,215 Heartflow Inc shares in Q2 2026, an estimated $998K.
  • Heartflow Inc made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1078 holding.
  • Wealth Enhancement Advisory Services first reported a position in Heartflow Inc in Q1 2026 and has held it in 2 quarters since.
  • 17 funds tracked by Wall St. Rank held Heartflow Inc as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.