WFI
HTFL

West Family Investments’s Heartflow Inc HTFL Stock Holding History

West Family Investments’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
Q1 		– Sell
-87,773
Closed -$2.56M – 366
2025
Q4 		$2.56M Hold
87,773
– – 0.6% 26
2025
Q3 		$2.95M Buy
+87,773
New +$2.82M 0.66% 23

Other funds holding HTFL

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BAMCO Inc
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

West Family Investments's HTFL Position: Q1 2026 in Review

West Family Investments sold out of Heartflow Inc (HTFL) in Q1 2026, closing a stake of 87,773 shares — an estimated $2.56M sold.

West Family Investments first reported a position in HTFL in Q3 2025 and held it in 2 quarters. The position peaked at $2.95M in Q3 2025. 169 funds tracked by Wall St. Rank hold HTFL as of Q1 2026.

  • West Family Investments reported no remaining Heartflow Inc position as of Q1 2026 after selling out during the quarter.
  • West Family Investments sold 87,773 Heartflow Inc shares in Q1 2026, an estimated $2.56M.
  • West Family Investments first reported a position in Heartflow Inc in Q3 2025 and held it in 2 quarters.
  • West Family Investments's Heartflow Inc position peaked at $2.95M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Heartflow Inc as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.