Fidelity Investments
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Fidelity Investments’s Beta Technologies Inc BETA Stock Holding History

Fidelity Investments’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
Q3 		$765M Buy
34,616,108
+1,277,968
+4% +$26.8M 0.03% 384
2026
Q2 		$558M Buy
33,338,140
+150,750
+0.5% +$2.51M 0.02% 513
2026
Q1 		$488M Buy
33,187,390
+108,093
+0.3% +$2.22M 0.03% 517
2025
Q4 		$933M Buy
+33,079,297
New +$987M 0.05% 320

Other funds holding BETA

General Electric
General Electric Evendale, Ohio $472M AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Amazon.com Inc
Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Evolution Wealth Advisors
Evolution Wealth Advisors Aventura, Florida $960M AUM 20.9% 1-Year Est. Return
HITE Hedge Asset Management
HITE Hedge Asset Management Braintree, Massachusetts $1.82B AUM 7.29% 1-Year Est. Return
Empire Life Investments
Empire Life Investments Toronto, Ontario, Canada $1.83B AUM 33.18% 1-Year Est. Return

Fidelity Investments's BETA Position: Q3 2026 in Review

Fidelity Investments increased its Beta Technologies Inc (BETA) stake by 3.8% in Q3 2026, buying an estimated $26.8M and bringing the position to 34,616,108 shares worth $765M. The position accounts for 0.03% of the portfolio, ranked #384.

Fidelity Investments first reported a position in BETA in Q4 2025 and has held it in 4 quarters since. The position peaked at $933M in Q4 2025. 174 funds tracked by Wall St. Rank hold BETA as of Q3 2026.

  • Fidelity Investments held 34,616,108 shares of Beta Technologies Inc worth $765M as of Q3 2026.
  • Fidelity Investments bought 1,277,968 Beta Technologies Inc shares in Q3 2026, an estimated $26.8M.
  • Beta Technologies Inc made up 0.03% of Fidelity Investments's portfolio in Q3 2026, its #384 holding.
  • Fidelity Investments first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 4 quarters since.
  • Fidelity Investments's Beta Technologies Inc position peaked at $933M in Q4 2025.
  • 174 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q3 2026.

Based on Fidelity Investments's 13F filing for Q3 2026, filed 10 Nov 2026.