Nisa Investment Advisors
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Nisa Investment Advisors’s Beam Therapeutics BEAM Stock Holding History

Nisa Investment 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 		$118K Buy
3,432
+287
+9% +$8.66K ﹤0.01% 1467
2026
Q1 		$74.9K Buy
3,145
+2,868
+1,035% +$79.6K ﹤0.01% 1530
2025
Q4 		$7.68K Sell
277
-600
-68% -$15.3K ﹤0.01% 2332
2025
Q3 		$21.3K Sell
877
-34
-4% -$676 ﹤0.01% 1966
2025
Q2 		$15.5K Sell
911
-12
-1% -$209 ﹤0.01% 2064
2025
Q1 		$18K Sell
923
-114
-11% -$2.99K ﹤0.01% 1923
2024
Q4 		$25.7K Buy
1,037
+120
+13% +$3.06K ﹤0.01% 1863
2024
Q3 		$22.5K Buy
917
+193
+27% +$4.99K ﹤0.01% 1879
2024
Q2 		$17K Sell
724
-49
-6% -$1.2K ﹤0.01% 2003
2024
Q1 		$25.5K Buy
773
+122
+19% +$3.8K ﹤0.01% 1814
2023
Q4 		$17.7K Sell
651
-2,661
-80% -$66.1K ﹤0.01% 1913
2023
Q3 		$79.7K Buy
3,312
+1,364
+70% +$36.6K ﹤0.01% 1583
2023
Q2 		$62.2K Buy
1,948
+193
+11% +$6.26K ﹤0.01% 1674
2023
Q1 		$54K Buy
1,755
+14
+0.8% +$553 ﹤0.01% 1693
2022
Q4 		$68K Buy
1,741
+287
+20% +$12.9K ﹤0.01% 1679
2022
Q3 		$64K Buy
1,454
+344
+31% +$19.6K ﹤0.01% 1652
2022
Q2 		$43K Sell
1,110
-280
-20% -$11.1K ﹤0.01% 1774
2022
Q1 		$80K Sell
1,390
-120
-8% -$7.87K ﹤0.01% 1697
2021
Q4 		$105K Sell
1,510
-5,090
-77% -$436K ﹤0.01% 1498
2021
Q3 		$574 Buy
6,600
+4,800
+267% +$482K ﹤0.01% 1082
2021
Q2 		$232 Hold
1,800
– – ﹤0.01% 1355
2021
Q1 		$144 Hold
1,800
– – ﹤0.01% 1596
2020
Q4 		$147K Buy
+1,800
New +$88.5K ﹤0.01% 1589

Other funds holding BEAM

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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nisa Investment Advisors's BEAM Position: Q2 2026 in Review

Nisa Investment Advisors increased its Beam Therapeutics (BEAM) stake by 9.1% in Q2 2026, buying an estimated $8.66K and bringing the position to 3,432 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Nisa Investment Advisors first reported a position in BEAM in Q4 2020 and has held it in 23 quarters since. The position peaked at $147K in Q4 2020. 116 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Nisa Investment Advisors held 3,432 shares of Beam Therapeutics worth $118K as of Q2 2026.
  • Nisa Investment Advisors bought 287 Beam Therapeutics shares in Q2 2026, an estimated $8.66K.
  • Beam Therapeutics made up ﹤0.01% of Nisa Investment Advisors's portfolio in Q2 2026, its #1467 holding.
  • Nisa Investment Advisors first reported a position in Beam Therapeutics in Q4 2020 and has held it in 23 quarters since.
  • Nisa Investment Advisors's Beam Therapeutics position peaked at $147K in Q4 2020.
  • 116 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Nisa Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.