PWA
BETA

Physician Wealth Advisors’s Beta Technologies Inc BETA Stock Holding History

Physician Wealth Advisors’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 		– Sell
-18
Closed -$265 – 2476
2026
Q1 		$265 Sell
18
-35
-66% -$718 ﹤0.01% 2018
2025
Q4 		$1.5K Buy
+53
New +$1.58K ﹤0.01% 1417

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
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 $3.37T AUM 44.26% 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

Physician Wealth Advisors's BETA Position: Q2 2026 in Review

Physician Wealth Advisors sold out of Beta Technologies Inc (BETA) in Q2 2026, closing a stake of 18 shares — an estimated $265 sold.

Physician Wealth Advisors first reported a position in BETA in Q4 2025 and held it in 2 quarters. The position peaked at $1.5K in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Physician Wealth Advisors reported no remaining Beta Technologies Inc position as of Q2 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 18 Beta Technologies Inc shares in Q2 2026, an estimated $265.
  • Physician Wealth Advisors first reported a position in Beta Technologies Inc in Q4 2025 and held it in 2 quarters.
  • Physician Wealth Advisors's Beta Technologies Inc position peaked at $1.5K in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.