ClearBridge Investments
BETA

ClearBridge Investments’s Beta Technologies Inc BETA Stock Holding History

ClearBridge Investments’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 		$14.9M Buy
890,249
+165,376
+23% +$2.75M 0.01% 454
2026
Q1 		$10.7M Buy
724,873
+72,538
+11% +$1.49M 0.01% 460
2025
Q4 		$18.4M Buy
+652,335
New +$19.5M 0.01% 434

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

ClearBridge Investments's BETA Position: Q2 2026 in Review

ClearBridge Investments increased its Beta Technologies Inc (BETA) stake by 23% in Q2 2026, buying an estimated $2.75M and bringing the position to 890,249 shares worth $14.9M. The position accounts for 0.01% of the portfolio, ranked #454.

ClearBridge Investments first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $18.4M in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • ClearBridge Investments held 890,249 shares of Beta Technologies Inc worth $14.9M as of Q2 2026.
  • ClearBridge Investments bought 165,376 Beta Technologies Inc shares in Q2 2026, an estimated $2.75M.
  • Beta Technologies Inc made up 0.01% of ClearBridge Investments's portfolio in Q2 2026, its #454 holding.
  • ClearBridge Investments first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • ClearBridge Investments's Beta Technologies Inc position peaked at $18.4M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on ClearBridge Investments's 13F filing for Q2 2026, filed 13 Aug 2026.