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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
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 $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allworth Financial's FATE Position: Q1 2026 in Review

Allworth Financial increased its Fate Therapeutics (FATE) stake by 667% in Q1 2026, buying an estimated $3.44K and bringing the position to 3,252 shares worth $3.9K. The position accounts for ﹤0.01% of the portfolio, ranked #4093.

Allworth Financial first reported a position in FATE in Q3 2021 and has held it in 17 quarters since. The position peaked at $9K in Q3 2021. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Allworth Financial held 3,252 shares of Fate Therapeutics worth $3.9K as of Q1 2026.
  • Allworth Financial bought 2,828 Fate Therapeutics shares in Q1 2026, an estimated $3.44K.
  • Fate Therapeutics made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #4093 holding.
  • Allworth Financial first reported a position in Fate Therapeutics in Q3 2021 and has held it in 17 quarters since.
  • Allworth Financial's Fate Therapeutics position peaked at $9K in Q3 2021.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.