Vontobel Holding’s Beam Therapeutics BEAM Stock Holding History

Vontobel Holding’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 Q3	$581K	Sell	23,745 -973	-4%	-$27.1K	﹤0.01%	1016
2026 Q2	$848K	Sell	24,718 -2,056	-8%	-$62.1K	﹤0.01%	872
2026 Q1	$638K	Buy	26,774 +8,722	+48%	+$242K	﹤0.01%	765
2025 Q4	$500K	Buy	+18,052	New	+$461K	﹤0.01%	994
2022 Q1	–	Sell	-12,993	Closed	-$1.04M	–	1060
2021 Q4	$1.04M	Sell	12,993 -125	-1%	-$10.7K	0.01%	623
2021 Q3	$1.14M	Sell	13,118 -230	-2%	-$23.1K	0.01%	584
2021 Q2	$1.72M	Sell	13,348 -12,566	-48%	-$1M	0.01%	475
2021 Q1	$2.07M	Buy	+25,914	New	+$2.47M	0.02%	389

Other funds holding BEAM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Profund Advisors Bethesda, Maryland $3.48B AUM 66.96% 1-Year Est. Return

Leonteq Securities AG Zurich, Switzerland $2.44B AUM 50.17% 1-Year Est. Return

Vontobel Holding's BEAM Position: Q3 2026 in Review

Vontobel Holding reduced its Beam Therapeutics (BEAM) stake by 3.9% in Q3 2026, selling an estimated $27.1K and leaving 23,745 shares worth $581K. The position accounts for ﹤0.01% of the portfolio, ranked #1016.

Vontobel Holding first reported a position in BEAM in Q1 2021 and has held it in 8 quarters since. The position peaked at $2.07M in Q1 2021. 76 funds tracked by Wall St. Rank hold BEAM as of Q3 2026.

Vontobel Holding held 23,745 shares of Beam Therapeutics worth $581K as of Q3 2026.
Vontobel Holding sold 973 Beam Therapeutics shares in Q3 2026, an estimated $27.1K.
Beam Therapeutics made up ﹤0.01% of Vontobel Holding's portfolio in Q3 2026, its #1016 holding.
Vontobel Holding first reported a position in Beam Therapeutics in Q1 2021 and has held it in 8 quarters since.
Vontobel Holding's Beam Therapeutics position peaked at $2.07M in Q1 2021.
76 funds tracked by Wall St. Rank held Beam Therapeutics as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.