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 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	-$1.03M	–	1060
2021 Q4	$1.03M	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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Vontobel Holding's BEAM Position: Q2 2026 in Review

Vontobel Holding reduced its Beam Therapeutics (BEAM) stake by 7.7% in Q2 2026, selling an estimated $62.1K and leaving 24,718 shares worth $848K. The position accounts for ﹤0.01% of the portfolio, ranked #872.

Vontobel Holding first reported a position in BEAM in Q1 2021 and has held it in 7 quarters since. The position peaked at $2.07M in Q1 2021. 277 funds tracked by Wall St. Rank hold BEAM as of Q2 2026.

Vontobel Holding held 24,718 shares of Beam Therapeutics worth $848K as of Q2 2026.
Vontobel Holding sold 2,056 Beam Therapeutics shares in Q2 2026, an estimated $62.1K.
Beam Therapeutics made up ﹤0.01% of Vontobel Holding's portfolio in Q2 2026, its #872 holding.
Vontobel Holding first reported a position in Beam Therapeutics in Q1 2021 and has held it in 7 quarters since.
Vontobel Holding's Beam Therapeutics position peaked at $2.07M in Q1 2021.
277 funds tracked by Wall St. Rank held Beam Therapeutics as of Q2 2026.

Based on Vontobel Holding's 13F filing for Q2 2026, filed 3 Aug 2026.