Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Beta Technologies Inc BETA Stock Holding History

Steward Partners Investment Advisory’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 		$17.7K Hold
1,056
– – ﹤0.01% 3466
2026
Q1 		$15.5K Buy
1,056
+1,000
+1,786% +$20.5K ﹤0.01% 3354
2025
Q4 		$1.58K Buy
+56
New +$1.67K ﹤0.01% 4010

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Amazon.com Inc
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 $3.38T AUM 44.17% 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

Steward Partners Investment Advisory's BETA Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Beta Technologies Inc (BETA) position steady in Q2 2026 at 1,056 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3466.

Steward Partners Investment Advisory first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • Steward Partners Investment Advisory held 1,056 shares of Beta Technologies Inc worth $17.7K as of Q2 2026.
  • Steward Partners Investment Advisory left its Beta Technologies Inc share count unchanged in Q2 2026.
  • Beta Technologies Inc made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3466 holding.
  • Steward Partners Investment Advisory first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.