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Rise Advisors’s Beam Therapeutics BEAM Stock Holding History

Rise 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
2025
Q4 		– Sell
-26
Closed -$631 – 248
2025
Q3 		$631 Hold
26
– – ﹤0.01% 1358
2025
Q2 		$442 Buy
+26
New +$453 ﹤0.01% 1442

Other funds holding BEAM

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Rise Advisors's BEAM Position: Q4 2025 in Review

Rise Advisors sold out of Beam Therapeutics (BEAM) in Q4 2025, closing a stake of 26 shares — an estimated $631 sold.

Rise Advisors first reported a position in BEAM in Q2 2025 and held it in 2 quarters. The position peaked at $631 in Q3 2025. 246 funds tracked by Wall St. Rank hold BEAM as of Q4 2025.

  • Rise Advisors reported no remaining Beam Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 26 Beam Therapeutics shares in Q4 2025, an estimated $631.
  • Rise Advisors first reported a position in Beam Therapeutics in Q2 2025 and held it in 2 quarters.
  • Rise Advisors's Beam Therapeutics position peaked at $631 in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.