NSIM
BETA

North Star Investment Management’s Beta Technologies Inc BETA Stock Holding History

North Star Investment Management’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
Q1 		$735 Sell
50
-87
-64% -$1.78K ﹤0.01% 1536
2025
Q4 		$3.87K Buy
+137
New +$4.09K ﹤0.01% 1157

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

North Star Investment Management's BETA Position: Q1 2026 in Review

North Star Investment Management reduced its Beta Technologies Inc (BETA) stake by 64% in Q1 2026, selling an estimated $1.78K and leaving 50 shares worth $735. The position accounts for ﹤0.01% of the portfolio, ranked #1536.

North Star Investment Management first reported a position in BETA in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.87K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • North Star Investment Management held 50 shares of Beta Technologies Inc worth $735 as of Q1 2026.
  • North Star Investment Management sold 87 Beta Technologies Inc shares in Q1 2026, an estimated $1.78K.
  • Beta Technologies Inc made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1536 holding.
  • North Star Investment Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 2 quarters since.
  • North Star Investment Management's Beta Technologies Inc position peaked at $3.87K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.