BGM
BETA

Burkehill Global Management’s Beta Technologies Inc BETA Stock Holding History

Burkehill Global 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 		$3.77M Hold
225,000
– – 0.14% 97
2026
Q1 		$3.31M Hold
225,000
– – 0.16% 97
2025
Q4 		$6.35M Buy
+225,000
New +$6.72M 0.42% 66

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

Burkehill Global Management's BETA Position: Q2 2026 in Review

Burkehill Global Management held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 225,000 shares worth $3.77M. The position accounts for 0.14% of the portfolio, ranked #97.

Burkehill Global Management first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.35M in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Burkehill Global Management held 225,000 shares of Beta Technologies Inc worth $3.77M as of Q2 2026.
  • Burkehill Global Management left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up 0.14% of Burkehill Global Management's portfolio in Q2 2026, its #97 holding.
  • Burkehill Global Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • Burkehill Global Management's Beta Technologies Inc position peaked at $6.35M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Burkehill Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.