Superior Planning, LLC’s Caris Life Sciences CAI Stock Holding History

Superior Planning, LLC’s Portfolio CAI Stock Details CAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$6.8K	Buy	+222	New	+$4.98K	﹤0.01%	1088

Other funds holding CAI

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

J. H. Whitney Equity Partners VI New Canaan, Connecticut $53.6M AUM 1.26% 1-Year Est. Return

Superior Planning, LLC's CAI Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Caris Life Sciences (CAI) in Q3 2026: 222 shares worth $6.8K. The stake represents ﹤0.01% of the portfolio and ranks #1088 among its holdings.

210 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

Superior Planning, LLC held 222 shares of Caris Life Sciences worth $6.8K as of Q3 2026.
Caris Life Sciences was a new Superior Planning, LLC position in Q3 2026.
Caris Life Sciences made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1088 holding.
210 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.