Zimmer Partners’s Beta Technologies Inc BETA Stock Holding History

Zimmer Partners’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 Q1	–	Sell	-75,000	Closed	-$2.12M	–	163
2025 Q4	$2.12M	Buy	+75,000	New	+$2.24M	0.06%	95

Other funds holding BETA

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

General Electric Evendale, Ohio $369M AUM 19.65% 1-Year Est. Return

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

HHAM

HITE Hedge Asset Management Braintree, Massachusetts $1.83B AUM 34.36% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Zimmer Partners's BETA Position: Q1 2026 in Review

Zimmer Partners sold out of Beta Technologies Inc (BETA) in Q1 2026, closing a stake of 75,000 shares — an estimated $2.12M sold.

Zimmer Partners first reported a position in BETA in Q4 2025 and held it in 1 quarter. The position peaked at $2.12M in Q4 2025. 145 funds tracked by Wall St. Rank hold BETA as of Q1 2026.

Zimmer Partners reported no remaining Beta Technologies Inc position as of Q1 2026 after selling out during the quarter.
Zimmer Partners sold 75,000 Beta Technologies Inc shares in Q1 2026, an estimated $2.12M.
Zimmer Partners first reported a position in Beta Technologies Inc in Q4 2025 and held it in 1 quarter.
Zimmer Partners's Beta Technologies Inc position peaked at $2.12M in Q4 2025.
145 funds tracked by Wall St. Rank held Beta Technologies Inc as of Q1 2026.

Based on Zimmer Partners's 13F filing for Q1 2026, filed 15 May 2026.