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Integrated Wealth Concepts’s Beam Therapeutics BEAM Stock Holding History

Integrated Wealth Concepts’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 		$21.2K Buy
+617
New +$18.6K ﹤0.01% 4050

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

Integrated Wealth Concepts's BEAM Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 617 shares worth $21.2K. The stake represents ﹤0.01% of the portfolio and ranks #4050 among its holdings.

277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Integrated Wealth Concepts held 617 shares of Beam Therapeutics worth $21.2K as of Q2 2026.
  • Beam Therapeutics was a new Integrated Wealth Concepts position in Q2 2026.
  • Beam Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4050 holding.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.