Corient Private Wealth
BETA

Corient Private Wealth’s Beta Technologies Inc BETA Stock Holding History

Corient Private Wealth’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 		$2.53M Buy
151,118
+81,150
+116% +$1.35M ﹤0.01% 1246
2026
Q1 		$1.03M Buy
+69,968
New +$1.44M ﹤0.01% 1648

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

Corient Private Wealth's BETA Position: Q2 2026 in Review

Corient Private Wealth increased its Beta Technologies Inc (BETA) stake by 116% in Q2 2026, buying an estimated $1.35M and bringing the position to 151,118 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1246.

Corient Private Wealth first reported a position in BETA in Q1 2026 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Corient Private Wealth held 151,118 shares of Beta Technologies Inc worth $2.53M as of Q2 2026.
  • Corient Private Wealth bought 81,150 Beta Technologies Inc shares in Q2 2026, an estimated $1.35M.
  • Beta Technologies Inc made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1246 holding.
  • Corient Private Wealth first reported a position in Beta Technologies Inc in Q1 2026 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.