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Thrive Wealth Management’s Beam Therapeutics BEAM Stock Holding History

Thrive Wealth Management’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 		$281K Buy
+8,177
New +$247K 0.04% 204
2026
Q1 		– Sell
-8,488
Closed -$235K – 235
2025
Q4 		$235K Buy
+8,488
New +$217K 0.03% 207
2024
Q2 		– Sell
-6,925
Closed -$229K – 218
2024
Q1 		$229K Buy
+6,925
New +$216K 0.05% 193

Other funds holding BEAM

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CIM
Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return
BFS
Beacon Financial Strategies Raleigh, North Carolina $201M AUM 19.14% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CD
Chapin Davis Baltimore, Maryland $569M AUM 145.59% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
RF
Robinswood Financial Kirkland, Washington $349M AUM 14.9% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Thrive Wealth Management's BEAM Position: Q2 2026 in Review

Thrive Wealth Management opened a new position in Beam Therapeutics (BEAM) in Q2 2026: 8,177 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #204 among its holdings. This is a return to the name: Thrive Wealth Management previously reported a position in BEAM as recently as Q4 2025.

Thrive Wealth Management first reported a position in BEAM in Q1 2024 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • Thrive Wealth Management held 8,177 shares of Beam Therapeutics worth $281K as of Q2 2026.
  • Beam Therapeutics was a new Thrive Wealth Management position in Q2 2026.
  • Beam Therapeutics made up 0.04% of Thrive Wealth Management's portfolio in Q2 2026, its #204 holding.
  • Thrive Wealth Management first reported a position in Beam Therapeutics in Q1 2024 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.