AWM
CAI

Activest Wealth Management’s Caris Life Sciences CAI Stock Holding History

Activest Wealth Management’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
Q2 		$1.07K Buy
60
+59
+5,900% +$1.06K ﹤0.01% 951
2026
Q1 		$18 Buy
+1
New +$22 ﹤0.01% 1209

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
ORI
Oak Ridge Investments Chicago, Illinois $1.77B AUM 63.16% 1-Year Est. Return

Activest Wealth Management's CAI Position: Q2 2026 in Review

Activest Wealth Management increased its Caris Life Sciences (CAI) stake by 5,900% in Q2 2026, buying an estimated $1.06K and bringing the position to 60 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Activest Wealth Management first reported a position in CAI in Q1 2026 and has held it in 2 quarters since. 38 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Activest Wealth Management held 60 shares of Caris Life Sciences worth $1.07K as of Q2 2026.
  • Activest Wealth Management bought 59 Caris Life Sciences shares in Q2 2026, an estimated $1.06K.
  • Caris Life Sciences made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #951 holding.
  • Activest Wealth Management first reported a position in Caris Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • 38 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.