Concurrent Investment Advisors
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Concurrent Investment Advisors’s Beam Therapeutics BEAM Stock Holding History

Concurrent Investment 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 		$2.19M Buy
63,879
+52,238
+449% +$1.58M 0.02% 693
2026
Q1 		$277K Sell
11,641
-65,184
-85% -$1.81M ﹤0.01% 1552
2025
Q4 		$2.13M Buy
+76,825
New +$1.96M 0.02% 553
2025
Q2 		– Sell
-19,000
Closed -$371K – 1414
2025
Q1 		$371K Buy
+19,000
New +$498K 0.01% 836

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Farallon Capital Management
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
ARK Investment Management
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
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
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Nikko Asset Management Americas
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Concurrent Investment Advisors's BEAM Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Beam Therapeutics (BEAM) stake by 449% in Q2 2026, buying an estimated $1.58M and bringing the position to 63,879 shares worth $2.19M. The position accounts for 0.02% of the portfolio, ranked #693.

Concurrent Investment Advisors first reported a position in BEAM in Q1 2025 and has held it in 4 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Concurrent Investment Advisors held 63,879 shares of Beam Therapeutics worth $2.19M as of Q2 2026.
  • Concurrent Investment Advisors bought 52,238 Beam Therapeutics shares in Q2 2026, an estimated $1.58M.
  • Beam Therapeutics made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #693 holding.
  • Concurrent Investment Advisors first reported a position in Beam Therapeutics in Q1 2025 and has held it in 4 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.