UBS AM
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UBS AM’s Beam Therapeutics BEAM Stock Holding History

UBS AM’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 		$53.3M Sell
1,551,781
-101,933
-6% -$3.08M 0.01% 645
2026
Q1 		$39.4M Sell
1,653,714
-58,645
-3% -$1.63M 0.01% 675
2025
Q4 		$47.5M Buy
1,712,359
+46,974
+3% +$1.2M 0.01% 616
2025
Q3 		$40.4M Buy
1,665,385
+1,171,977
+238% +$23.3M 0.01% 643
2025
Q2 		$8.39M Buy
493,408
+54,879
+13% +$956K ﹤0.01% 1450
2025
Q1 		$8.56M Buy
438,529
+42,609
+11% +$1.12M ﹤0.01% 1297
2024
Q4 		$9.82M Sell
395,920
-5,366
-1% -$137K ﹤0.01% 1254
2024
Q3 		$9.83M Sell
401,286
-18,283
-4% -$472K ﹤0.01% 1232
2024
Q2 		$9.83M Buy
419,569
+121,223
+41% +$2.98M ﹤0.01% 1146
2024
Q1 		$9.86M Sell
298,346
-7,385
-2% -$230K ﹤0.01% 1007
2023
Q4 		$8.32M Buy
305,731
+25,576
+9% +$635K ﹤0.01% 1060
2023
Q3 		$6.74M Buy
280,155
+44,132
+19% +$1.18M ﹤0.01% 1105
2023
Q2 		$7.23M Hold
236,023
– – ﹤0.01% 1086
2023
Q1 		$7.23M Sell
236,023
-12,480
-5% -$493K ﹤0.01% 1086
2022
Q4 		$9.72M Buy
248,503
+189,713
+323% +$8.5M 0.01% 949
2022
Q3 		$2.8M Sell
58,790
-6,578
-10% -$375K ﹤0.01% 1425
2022
Q2 		$2.53M Buy
65,368
+20,591
+46% +$818K ﹤0.01% 1517
2022
Q1 		$2.57M Buy
44,777
+4,317
+11% +$283K ﹤0.01% 1668
2021
Q4 		$3.22M Buy
40,460
+820
+2% +$70.2K ﹤0.01% 1627
2021
Q3 		$3.45M Buy
39,640
+1,896
+5% +$190K ﹤0.01% 1545
2021
Q2 		$4.86M Buy
37,744
+19,593
+108% +$1.56M ﹤0.01% 1380
2021
Q1 		$1.45M Buy
18,151
+5,113
+39% +$486K ﹤0.01% 1902
2020
Q4 		$1.06M Buy
+13,038
New +$641K ﹤0.01% 1956

Other funds holding BEAM

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

UBS AM's BEAM Position: Q2 2026 in Review

UBS AM reduced its Beam Therapeutics (BEAM) stake by 6.2% in Q2 2026, selling an estimated $3.08M and leaving 1,551,781 shares worth $53.3M. The position accounts for 0.01% of the portfolio, ranked #645.

UBS AM first reported a position in BEAM in Q4 2020 and has held it in 23 quarters since. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

  • UBS AM held 1,551,781 shares of Beam Therapeutics worth $53.3M as of Q2 2026.
  • UBS AM sold 101,933 Beam Therapeutics shares in Q2 2026, an estimated $3.08M.
  • Beam Therapeutics made up 0.01% of UBS AM's portfolio in Q2 2026, its #645 holding.
  • UBS AM first reported a position in Beam Therapeutics in Q4 2020 and has held it in 23 quarters since.
  • 277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.