Creative Planning
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Creative Planning’s Beam Therapeutics BEAM Stock Holding History

Creative Planning’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 		$656K Buy
19,118
+2,294
+14% +$69.3K ﹤0.01% 2977
2026
Q1 		$401K Buy
+16,824
New +$467K ﹤0.01% 3195
2025
Q2 		– Sell
-11,387
Closed -$222K – 3690
2025
Q1 		$222K Sell
11,387
-2,413
-17% -$63.2K ﹤0.01% 2980
2024
Q4 		$342K Buy
13,800
+1,854
+16% +$47.3K ﹤0.01% 2550
2024
Q3 		$293K Buy
11,946
+2,424
+25% +$62.6K ﹤0.01% 2540
2024
Q2 		$223K Sell
9,522
-2,539
-21% -$62.4K ﹤0.01% 2595
2024
Q1 		$398K Buy
+12,061
New +$376K ﹤0.01% 2031

Other funds holding BEAM

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

Creative Planning's BEAM Position: Q2 2026 in Review

Creative Planning increased its Beam Therapeutics (BEAM) stake by 14% in Q2 2026, buying an estimated $69.3K and bringing the position to 19,118 shares worth $656K. The position accounts for ﹤0.01% of the portfolio, ranked #2977.

Creative Planning first reported a position in BEAM in Q1 2024 and has held it in 7 quarters since. 278 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Creative Planning held 19,118 shares of Beam Therapeutics worth $656K as of Q2 2026.
  • Creative Planning bought 2,294 Beam Therapeutics shares in Q2 2026, an estimated $69.3K.
  • Beam Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2977 holding.
  • Creative Planning first reported a position in Beam Therapeutics in Q1 2024 and has held it in 7 quarters since.
  • 278 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.