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Americana Partners’s Caris Life Sciences CAI Stock Holding History

Americana Partners’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 		$231K Sell
12,945
-25,422
-66% -$455K 0.01% 553
2026
Q1 		$686K Buy
38,367
+25,934
+209% +$567K 0.02% 321
2025
Q4 		$335K Hold
12,433
– – 0.01% 384
2025
Q3 		$376K Buy
+12,433
New +$396K 0.01% 346

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Americana Partners's CAI Position: Q2 2026 in Review

Americana Partners reduced its Caris Life Sciences (CAI) stake by 66% in Q2 2026, selling an estimated $455K and leaving 12,945 shares worth $231K. The position accounts for 0.01% of the portfolio, ranked #553.

Americana Partners first reported a position in CAI in Q3 2025 and has held it in 4 quarters since. The position peaked at $686K in Q1 2026. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Americana Partners held 12,945 shares of Caris Life Sciences worth $231K as of Q2 2026.
  • Americana Partners sold 25,422 Caris Life Sciences shares in Q2 2026, an estimated $455K.
  • Caris Life Sciences made up 0.01% of Americana Partners's portfolio in Q2 2026, its #553 holding.
  • Americana Partners first reported a position in Caris Life Sciences in Q3 2025 and has held it in 4 quarters since.
  • Americana Partners's Caris Life Sciences position peaked at $686K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.