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Allworth Financial’s Fate Therapeutics FATE Stock Holding History

Allworth Financial’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4K Buy
8,676
+5,424
+167% +$10K ﹤0.01% 3071
2026
Q1 		$3.9K Buy
3,252
+2,828
+667% +$3.44K ﹤0.01% 4093
2025
Q4 		$417 Sell
424
-494
-54% -$593 ﹤0.01% 4566
2025
Q3 		$1.16K Buy
918
+914
+22,850% +$985 ﹤0.01% 4208
2025
Q2 		$5 Hold
4
– – ﹤0.01% 4570
2025
Q1 		$6 Hold
4
– – ﹤0.01% 4032
2024
Q4 		$6 Sell
4
-37
-90% -$93 ﹤0.01% 3919
2024
Q3 		$144 Buy
41
+37
+925% +$144 ﹤0.01% 3637
2024
Q2 		$18 Hold
4
– – ﹤0.01% 3649
2024
Q1 		$30 Hold
4
– – ﹤0.01% 3546
2023
Q4 		$15 Hold
4
– – ﹤0.01% 3404
2023
Q3 		$9 Sell
4
-143
-97% -$474 ﹤0.01% 3404
2023
Q2 		$700 Buy
147
+90
+158% +$497 ﹤0.01% 2826
2023
Q1 		$325 Buy
+57
New +$344 ﹤0.01% 2923
2022
Q4 		– Sell
-30
Closed -$1K – 3066
2022
Q3 		$1K Buy
30
+17
+131% +$491 ﹤0.01% 2367
2022
Q2 		$0 Buy
13
+7
+117% +$193 ﹤0.01% 2514
2022
Q1 		$0 Buy
+6
New +$232 ﹤0.01% 2191
2021
Q4 		– Sell
-156
Closed -$9K – 1990
2021
Q3 		$9K Buy
+156
New +$12.2K ﹤0.01% 1370

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Allworth Financial's FATE Position: Q2 2026 in Review

Allworth Financial increased its Fate Therapeutics (FATE) stake by 167% in Q2 2026, buying an estimated $10K and bringing the position to 8,676 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3071.

Allworth Financial first reported a position in FATE in Q3 2021 and has held it in 18 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Allworth Financial held 8,676 shares of Fate Therapeutics worth $23.4K as of Q2 2026.
  • Allworth Financial bought 5,424 Fate Therapeutics shares in Q2 2026, an estimated $10K.
  • Fate Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3071 holding.
  • Allworth Financial first reported a position in Fate Therapeutics in Q3 2021 and has held it in 18 quarters since.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.