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Bell Investment Advisors’s Beta Technologies Inc BETA Stock Holding History

Bell Investment Advisors’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
Q1 		– Sell
-175
Closed -$4.94K – 1969
2025
Q4 		$4.94K Buy
+175
New +$5.22K ﹤0.01% 976

Other funds holding BETA

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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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Bell Investment Advisors's BETA Position: Q1 2026 in Review

Bell Investment Advisors sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 175 shares — an estimated $4.94K sold.

Bell Investment Advisors first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $4.94K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Bell Investment Advisors reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
  • Bell Investment Advisors sold 175 Beta Technologies Inc shares in Q1 2026, an estimated $4.94K.
  • Bell Investment Advisors first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
  • Bell Investment Advisors's Beta Technologies Inc position peaked at $4.94K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.