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Rialto Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Rialto Wealth Management’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
Q1 		$24 Sell
1
-4
-80% -$111 ﹤0.01% 1717
2025
Q4 		$139 Buy
5
+4
+400% +$102 ﹤0.01% 1586
2025
Q3 		$25 Hold
1
– – ﹤0.01% 1692
2025
Q2 		$18 Buy
+1
New +$17 ﹤0.01% 1690

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Rialto Wealth Management's BEAM Position: Q1 2026 in Review

Rialto Wealth Management reduced its Beam Therapeutics (BEAM) stake by 80% in Q1 2026, selling an estimated $111 and leaving 1 share worth $24. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Rialto Wealth Management first reported a position in BEAM in Q2 2025 and has held it in 4 quarters since. The position peaked at $139 in Q4 2025. 251 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • Rialto Wealth Management held 1 share of Beam Therapeutics worth $24 as of Q1 2026.
  • Rialto Wealth Management sold 4 Beam Therapeutics shares in Q1 2026, an estimated $111.
  • Beam Therapeutics made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #1717 holding.
  • Rialto Wealth Management first reported a position in Beam Therapeutics in Q2 2025 and has held it in 4 quarters since.
  • Rialto Wealth Management's Beam Therapeutics position peaked at $139 in Q4 2025.
  • 251 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.