WANY
HTFL

Wealthspire Advisors (New York)’s Heartflow Inc HTFL Stock Holding History

Wealthspire Advisors (New York)’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
2025
Q4 		– Sell
-50
Closed -$1.68K – 3073
2025
Q3 		$1.68K Buy
+50
New +$1.61K ﹤0.01% 2650

Other funds holding HTFL

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
SI
Schusterman Interests Tulsa, Oklahoma $391M AUM 33.81% 1-Year Est. Return
CIG
Capricorn Investment Group Palo Alto, California $602M AUM 165.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthspire Advisors (New York)'s HTFL Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Heartflow Inc (HTFL) in Q4 2025, closing a stake of 50 shares — an estimated $1.68K sold.

Wealthspire Advisors (New York) first reported a position in HTFL in Q3 2025 and held it in 1 quarter. The position peaked at $1.68K in Q3 2025. 112 funds tracked by Wall St. Rank hold HTFL as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Heartflow Inc position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 50 Heartflow Inc shares in Q4 2025, an estimated $1.68K.
  • Wealthspire Advisors (New York) first reported a position in Heartflow Inc in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Heartflow Inc position peaked at $1.68K in Q3 2025.
  • 112 funds tracked by Wall St. Rank held Heartflow Inc as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.