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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
Q2 		$838 Hold
50
– – ﹤0.01% 1573
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
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GE
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TPG GP A
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
Amazon.com Inc
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

North Star Investment Management's BETA Position: Q2 2026 in Review

North Star Investment Management held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 50 shares worth $838. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

North Star Investment Management first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.87K in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • North Star Investment Management held 50 shares of Beta Technologies Inc worth $838 as of Q2 2026.
  • North Star Investment Management left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of North Star Investment Management's portfolio in Q2 2026, its #1573 holding.
  • North Star Investment Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • North Star Investment Management's Beta Technologies Inc position peaked at $3.87K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on North Star Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.