ACM
BETA

Advisors Capital Management’s Beta Technologies Inc BETA Stock Holding History

Advisors Capital Management’s Portfolio BETA Stock Details BETA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$199K Buy
+11,894
New +$198K ﹤0.01% 623

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Advisors Capital Management's BETA Position: Q2 2026 in Review

Advisors Capital Management opened a new position in Beta Technologies Inc (BETA) in Q2 2026: 11,894 shares worth $199K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings.

189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Advisors Capital Management held 11,894 shares of Beta Technologies Inc worth $199K as of Q2 2026.
  • Beta Technologies Inc was a new Advisors Capital Management position in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Advisors Capital Management's portfolio in Q2 2026, its #623 holding.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Advisors Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.