Envestnet Asset Management
BEAM icon

Envestnet Asset Management’s Beam Therapeutics BEAM Stock Holding History

Envestnet Asset 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
Q1 		$1.01M Buy
42,194
+10,662
+34% +$296K ﹤0.01% 3470
2025
Q4 		$874K Sell
31,532
-7,735
-20% -$197K ﹤0.01% 3350
2025
Q3 		$953K Buy
39,267
+4,419
+13% +$87.9K ﹤0.01% 3345
2025
Q2 		$593K Buy
34,848
+5,166
+17% +$90K ﹤0.01% 3581
2025
Q1 		$580K Sell
29,682
-785
-3% -$20.6K ﹤0.01% 3532
2024
Q4 		$756K Buy
30,467
+2,296
+8% +$58.6K ﹤0.01% 3341
2024
Q3 		$690K Buy
28,171
+7,633
+37% +$197K ﹤0.01% 3344
2024
Q2 		$481K Sell
20,538
-1,602
-7% -$39.3K ﹤0.01% 3479
2024
Q1 		$732K Buy
22,140
+97
+0.4% +$3.02K ﹤0.01% 3220
2023
Q4 		$600K Buy
22,043
+11,900
+117% +$296K ﹤0.01% 3237
2023
Q3 		$244K Sell
10,143
-5,098
-33% -$137K ﹤0.01% 3646
2023
Q2 		$487K Buy
15,241
+2,377
+18% +$77.1K ﹤0.01% 3225
2023
Q1 		$394K Buy
12,864
+5,244
+69% +$207K ﹤0.01% 3302
2022
Q4 		$298K Buy
7,620
+2,040
+37% +$91.4K ﹤0.01% 3431
2022
Q3 		$266K Buy
+5,580
New +$318K ﹤0.01% 3421
2022
Q2 		– Sell
-3,552
Closed -$204K – 3923
2022
Q1 		$204K Buy
+3,552
New +$233K ﹤0.01% 3674
2021
Q4 		– Sell
-4,950
Closed -$431K – 3872
2021
Q3 		$431K Buy
+4,950
New +$497K ﹤0.01% 3057

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Envestnet Asset Management's BEAM Position: Q1 2026 in Review

Envestnet Asset Management increased its Beam Therapeutics (BEAM) stake by 34% in Q1 2026, buying an estimated $296K and bringing the position to 42,194 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #3470.

Envestnet Asset Management first reported a position in BEAM in Q3 2021 and has held it in 17 quarters since. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Envestnet Asset Management held 42,194 shares of Beam Therapeutics worth $1.01M as of Q1 2026.
  • Envestnet Asset Management bought 10,662 Beam Therapeutics shares in Q1 2026, an estimated $296K.
  • Beam Therapeutics made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3470 holding.
  • Envestnet Asset Management first reported a position in Beam Therapeutics in Q3 2021 and has held it in 17 quarters since.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.