Wells Fargo’s Heartbeam BEAT Stock Holding History

Wells Fargo’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$750	Hold	1,000	–	–	﹤0.01%	6478
2026 Q1	$1.22K	Hold	1,000	–	–	﹤0.01%	6313
2025 Q4	$2.4K	Hold	1,000	–	–	﹤0.01%	6202
2025 Q3	$1.65K	Hold	1,000	–	–	﹤0.01%	6210
2025 Q2	$1.25K	Hold	1,000	–	–	﹤0.01%	6284
2025 Q1	$2.01K	Hold	1,000	–	–	﹤0.01%	6153
2024 Q4	$2.3K	Buy	+1,000	New	+$2.52K	﹤0.01%	6172
2024 Q2	–	Sell	-159	Closed	-$347	–	6927
2024 Q1	$347	Buy	159 +3	+2%	+$6	﹤0.01%	6370
2023 Q4	$367	Buy	156 +8	+5%	+$12	﹤0.01%	6452
2023 Q3	$318	Sell	148 -14	-9%	-$36	﹤0.01%	6461
2023 Q2	$390	Buy	162 +130	+406%	+$300	﹤0.01%	6539
2023 Q1	$73	Buy	32 +1	+3%	+$4	﹤0.01%	7010
2022 Q4	$151	Buy	31 +1	+3%	+$4	﹤0.01%	6702
2022 Q3	$0	Buy	30 +11	+58%	+$18	﹤0.01%	6657
2022 Q2	$0	Buy	19 +2	+12%	+$3	﹤0.01%	6798
2022 Q1	$0	Hold	17	–	–	﹤0.01%	7057
2021 Q4	$0	Buy	+17	New	+$65	﹤0.01%	7213

Other funds holding BEAT

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCM

Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return

Bleichroeder LP New York $559M AUM 83.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

SSWM

Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.97B AUM 32.34% 1-Year Est. Return

BPA

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Wells Fargo's BEAT Position: Q2 2026 in Review

Wells Fargo held its Heartbeam (BEAT) position steady in Q2 2026 at 1,000 shares worth $750. The position accounts for ﹤0.01% of the portfolio, ranked #6478.

Wells Fargo first reported a position in BEAT in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.4K in Q4 2025. 42 funds tracked by Wall St. Rank hold BEAT as of Q2 2026.

Wells Fargo held 1,000 shares of Heartbeam worth $750 as of Q2 2026.
Wells Fargo left its Heartbeam share count unchanged in Q2 2026.
Heartbeam made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #6478 holding.
Wells Fargo first reported a position in Heartbeam in Q4 2021 and has held it in 17 quarters since.
Wells Fargo's Heartbeam position peaked at $2.4K in Q4 2025.
42 funds tracked by Wall St. Rank held Heartbeam as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.