Clearstead Advisors’s Beam Therapeutics BEAM Stock Holding History

Clearstead Advisors’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 Q2	$2.08M	Sell	60,620 -60,610	-50%	-$1.83M	0.02%	373
2026 Q1	$2.89M	Buy	121,230 +119,730	+7,982%	+$3.32M	0.03%	305
2025 Q4	$41.6K	Hold	1,500	–	–	﹤0.01%	1477
2025 Q3	$36.4K	Hold	1,500	–	–	﹤0.01%	1392
2025 Q2	$25.5K	Hold	1,500	–	–	﹤0.01%	1525
2025 Q1	$29.3K	Sell	1,500 -18	-1%	-$472	﹤0.01%	1310
2024 Q4	$37.6K	Buy	1,518 +18	+1%	+$459	﹤0.01%	1229
2024 Q3	$36.8K	Hold	1,500	–	–	﹤0.01%	1273
2024 Q2	$35.1K	Buy	+1,500	New	+$36.8K	﹤0.01%	1250
2023 Q3	–	Sell	-15	Closed	-$479	–	1480
2023 Q2	$479	Hold	15	–	–	﹤0.01%	1303
2023 Q1	$460	Hold	15	–	–	﹤0.01%	1310
2022 Q4	$587	Hold	15	–	–	﹤0.01%	1215
2022 Q3	$1K	Hold	15	–	–	﹤0.01%	1126
2022 Q2	$1K	Hold	15	–	–	﹤0.01%	1155
2022 Q1	$1K	Hold	15	–	–	﹤0.01%	1264
2021 Q4	$1K	Hold	15	–	–	﹤0.01%	1158
2021 Q3	$1K	Hold	15	–	–	﹤0.01%	1180
2021 Q2	$2K	Buy	+15	New	+$1.2K	﹤0.01%	1021

Other funds holding BEAM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Clearstead Advisors's BEAM Position: Q2 2026 in Review

Clearstead Advisors reduced its Beam Therapeutics (BEAM) stake by 50% in Q2 2026, selling an estimated $1.83M and leaving 60,620 shares worth $2.08M. The position accounts for 0.02% of the portfolio, ranked #373.

Clearstead Advisors first reported a position in BEAM in Q2 2021 and has held it in 18 quarters since. The position peaked at $2.89M in Q1 2026. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Clearstead Advisors held 60,620 shares of Beam Therapeutics worth $2.08M as of Q2 2026.
Clearstead Advisors sold 60,610 Beam Therapeutics shares in Q2 2026, an estimated $1.83M.
Beam Therapeutics made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #373 holding.
Clearstead Advisors first reported a position in Beam Therapeutics in Q2 2021 and has held it in 18 quarters since.
Clearstead Advisors's Beam Therapeutics position peaked at $2.89M in Q1 2026.
277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.