SageView Advisory Group
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SageView Advisory Group’s Beam Therapeutics BEAM Stock Holding History

SageView Advisory Group’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 		– Sell
-12
Closed -$333 – 774
2025
Q4 		$333 Buy
+12
New +$306 ﹤0.01% 2474

Other funds holding BEAM

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

SageView Advisory Group's BEAM Position: Q1 2026 in Review

SageView Advisory Group sold out of Beam Therapeutics (BEAM) in Q1 2026, closing a stake of 12 shares — an estimated $333 sold.

SageView Advisory Group first reported a position in BEAM in Q4 2025 and held it in 1 quarter. The position peaked at $333 in Q4 2025. 253 funds tracked by Wall St. Rank hold BEAM as of Q1 2026.

  • SageView Advisory Group reported no remaining Beam Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 12 Beam Therapeutics shares in Q1 2026, an estimated $333.
  • SageView Advisory Group first reported a position in Beam Therapeutics in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Beam Therapeutics position peaked at $333 in Q4 2025.
  • 253 funds tracked by Wall St. Rank held Beam Therapeutics as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.