TD Asset Management
BETA

TD Asset Management’s Beta Technologies Inc BETA Stock Holding History

TD Asset Management’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 		$1.28M Buy
76,300
+3,382
+5% +$56.3K ﹤0.01% 1052
2026
Q1 		$1.07M Sell
72,918
-15,343
-17% -$315K ﹤0.01% 1084
2025
Q4 		$2.49M Buy
+88,261
New +$2.63M ﹤0.01% 930

Other funds holding BETA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GE
General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return
ACI
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 $3.37T AUM 44.26% 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

TD Asset Management's BETA Position: Q2 2026 in Review

TD Asset Management increased its Beta Technologies Inc (BETA) stake by 4.6% in Q2 2026, buying an estimated $56.3K and bringing the position to 76,300 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #1052.

TD Asset Management first reported a position in BETA in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.49M in Q4 2025. 189 funds tracked by Wall St. Rank hold BETA as of Q2 2026.

  • TD Asset Management held 76,300 shares of Beta Technologies Inc worth $1.28M as of Q2 2026.
  • TD Asset Management bought 3,382 Beta Technologies Inc shares in Q2 2026, an estimated $56.3K.
  • Beta Technologies Inc made up ﹤0.01% of TD Asset Management's portfolio in Q2 2026, its #1052 holding.
  • TD Asset Management first reported a position in Beta Technologies Inc in Q4 2025 and has held it in 3 quarters since.
  • TD Asset Management's Beta Technologies Inc position peaked at $2.49M in Q4 2025.
  • 189 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.