EverSource Wealth Advisors’s Beam Therapeutics BEAM Stock Holding History

EverSource Wealth 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	$568K	Buy	16,556 +16,540	+103,375%	+$499K	0.02%	522
2026 Q1	$381	Buy	16 +4	+33%	+$111	﹤0.01%	4108
2025 Q4	$333	Buy	12 +5	+71%	+$128	﹤0.01%	3950
2025 Q3	$170	Sell	7 -8	-53%	-$159	﹤0.01%	4133
2025 Q2	$255	Sell	15 -141	-90%	-$2.46K	﹤0.01%	4024
2025 Q1	$3.05K	Buy	156 +95	+156%	+$2.49K	﹤0.01%	2723
2024 Q4	$1.51K	Hold	61	–	–	﹤0.01%	2823
2024 Q3	$1.5K	Buy	61 +13	+27%	+$336	﹤0.01%	2620
2024 Q2	$1.52K	Hold	48	–	–	﹤0.01%	2632
2024 Q1	$1.02K	Buy	+48	New	+$1.5K	﹤0.01%	2575
2023 Q4	–	Sell	-92	Closed	-$2.21K	–	2646
2023 Q3	$2.21K	Buy	+92	New	+$2.47K	﹤0.01%	1971
2022 Q2	–	Sell	-154	Closed	-$9K	–	1717
2022 Q1	$9K	Hold	154	–	–	﹤0.01%	999
2021 Q4	$12K	Buy	+154	New	+$13.2K	﹤0.01%	881

Other funds holding BEAM

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 New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 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

EverSource Wealth Advisors's BEAM Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Beam Therapeutics (BEAM) stake by 103,375% in Q2 2026, buying an estimated $499K and bringing the position to 16,556 shares worth $568K. The position accounts for 0.02% of the portfolio, ranked #522.

EverSource Wealth Advisors first reported a position in BEAM in Q4 2021 and has held it in 13 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

EverSource Wealth Advisors held 16,556 shares of Beam Therapeutics worth $568K as of Q2 2026.
EverSource Wealth Advisors bought 16,540 Beam Therapeutics shares in Q2 2026, an estimated $499K.
Beam Therapeutics made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #522 holding.
EverSource Wealth Advisors first reported a position in Beam Therapeutics in Q4 2021 and has held it in 13 quarters since.
277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.