SWP
BETA

Stratos Wealth Partners’s Beta Technologies Inc BETA Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-12,760
Closed -$360K – 1706
2025
Q4 		$360K Buy
+12,760
New +$381K ﹤0.01% 1182

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TGA
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ACI
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BlackRock
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Stratos Wealth Partners's BETA Position: Q1 2026 in Review

Stratos Wealth Partners sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 12,760 shares — an estimated $360K sold.

Stratos Wealth Partners first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $360K in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

  • Stratos Wealth Partners reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
  • Stratos Wealth Partners sold 12,760 Beta Technologies Inc shares in Q1 2026, an estimated $360K.
  • Stratos Wealth Partners first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
  • Stratos Wealth Partners's Beta Technologies Inc position peaked at $360K in Q4 2025.
  • 145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Stratos Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.