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Root Financial Partners’s Beam Therapeutics BEAM Stock Holding History

Root Financial Partners’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
Q2 		– Sell
-84
Closed -$2K – 717
2026
Q1 		$2K Buy
84
+27
+47% +$749 ﹤0.01% 2320
2025
Q4 		$1.58K Buy
57
+39
+217% +$995 ﹤0.01% 2031
2025
Q3 		$437 Buy
+18
New +$358 ﹤0.01% 2159

Other funds holding BEAM

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Root Financial Partners's BEAM Position: Q2 2026 in Review

Root Financial Partners sold out of Beam Therapeutics (BEAM) in Q2 2026, closing a stake of 84 shares — an estimated $2K sold.

Root Financial Partners first reported a position in BEAM in Q3 2025 and held it in 3 quarters. The position peaked at $2K in Q1 2026. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Root Financial Partners reported no remaining Beam Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 84 Beam Therapeutics shares in Q2 2026, an estimated $2K.
  • Root Financial Partners first reported a position in Beam Therapeutics in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Beam Therapeutics position peaked at $2K in Q1 2026.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.