Fortitude Family Office’s Beam Therapeutics BEAM Stock Holding History

Fortitude Family Office’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 Q3	$416	Buy	17 +9	+113%	+$251	﹤0.01%	2436
2026 Q2	$275	Sell	8 -7	-47%	-$211	﹤0.01%	2070
2026 Q1	$357	Buy	15 +11	+275%	+$305	﹤0.01%	1813
2025 Q4	$111	Sell	4 -1	-20%	-$26	﹤0.01%	1890
2025 Q3	$121	Sell	5 -26	-84%	-$517	﹤0.01%	1951
2025 Q2	$527	Buy	+31	New	+$540	﹤0.01%	1784

Other funds holding BEAM

CIM

Contravisory Investment Management Norwell, Massachusetts $552M AUM 32.44% 1-Year Est. Return

BFS

Beacon Financial Strategies Raleigh, North Carolina $203M AUM 12.07% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

NFSG

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Fortitude Family Office's BEAM Position: Q3 2026 in Review

Fortitude Family Office increased its Beam Therapeutics (BEAM) stake by 113% in Q3 2026, buying an estimated $251 and bringing the position to 17 shares worth $416. The position accounts for ﹤0.01% of the portfolio, ranked #2436.

Fortitude Family Office first reported a position in BEAM in Q2 2025 and has held it in 6 quarters since. The position peaked at $527 in Q2 2025. 9 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Fortitude Family Office held 17 shares of Beam Therapeutics worth $416 as of Q3 2026.
Fortitude Family Office bought 9 Beam Therapeutics shares in Q3 2026, an estimated $251.
Beam Therapeutics made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2436 holding.
Fortitude Family Office first reported a position in Beam Therapeutics in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Beam Therapeutics position peaked at $527 in Q2 2025.
9 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.