Wells Fargo
BEAT icon

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
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

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $1.99B AUM 25.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Wells Fargo's BEAT Position: Q1 2026 in Review

Wells Fargo held its Heartbeam (BEAT) position steady in Q1 2026 at 1,000 shares worth $1.22K. The position accounts for ﹤0.01% of the portfolio, ranked #6313.

Wells Fargo first reported a position in BEAT in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.4K in Q4 2025. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Wells Fargo held 1,000 shares of Heartbeam worth $1.22K as of Q1 2026.
  • Wells Fargo left its Heartbeam share count unchanged in Q1 2026.
  • Heartbeam made up ﹤0.01% of Wells Fargo's portfolio in Q1 2026, its #6313 holding.
  • Wells Fargo first reported a position in Heartbeam in Q4 2021 and has held it in 16 quarters since.
  • Wells Fargo's Heartbeam position peaked at $2.4K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.