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Contravisory Investment Management’s Beam Therapeutics BEAM Stock Holding History

Contravisory Investment Management’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 		$340K Sell
9,899
-162
-2% -$4.89K 0.06% 171
2026
Q1 		$240K Hold
10,061
– – 0.05% 198
2025
Q4 		$279K Buy
+10,061
New +$257K 0.06% 200

Other funds holding BEAM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Contravisory Investment Management's BEAM Position: Q2 2026 in Review

Contravisory Investment Management reduced its Beam Therapeutics (BEAM) stake by 1.6% in Q2 2026, selling an estimated $4.89K and leaving 9,899 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #171.

Contravisory Investment Management first reported a position in BEAM in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Contravisory Investment Management held 9,899 shares of Beam Therapeutics worth $340K as of Q2 2026.
  • Contravisory Investment Management sold 162 Beam Therapeutics shares in Q2 2026, an estimated $4.89K.
  • Beam Therapeutics made up 0.06% of Contravisory Investment Management's portfolio in Q2 2026, its #171 holding.
  • Contravisory Investment Management first reported a position in Beam Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Contravisory Investment Management's 13F filing for Q2 2026, filed 9 Jul 2026.