Aspect Partners
BEAM icon

Aspect Partners’s Beam Therapeutics BEAM Stock Holding History

Aspect Partners’s Portfolio BEAM Stock Details BEAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$880 Buy
36
+25
+227% +$696 ﹤0.01% 595
2026
Q2 		$378 Buy
+11
New +$332 ﹤0.01% 639

Other funds holding BEAM

Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Wealth Effects
Wealth Effects Boston, Massachusetts $370M AUM 63.53% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Contravisory Investment Management
Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
Beacon Financial Strategies
Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Aspect Partners's BEAM Position: Q3 2026 in Review

Aspect Partners increased its Beam Therapeutics (BEAM) stake by 227% in Q3 2026, buying an estimated $696 and bringing the position to 36 shares worth $880. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Aspect Partners first reported a position in BEAM in Q2 2026 and has held it in 2 quarters since. 28 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

  • Aspect Partners held 36 shares of Beam Therapeutics worth $880 as of Q3 2026.
  • Aspect Partners bought 25 Beam Therapeutics shares in Q3 2026, an estimated $696.
  • Beam Therapeutics made up ﹤0.01% of Aspect Partners's portfolio in Q3 2026, its #595 holding.
  • Aspect Partners first reported a position in Beam Therapeutics in Q2 2026 and has held it in 2 quarters since.
  • 28 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Aspect Partners's 13F filing for Q3 2026, filed 20 Oct 2026.