Ancora Advisors’s Caris Life Sciences CAI Stock Holding History

Ancora Advisors’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	–	Sell	-1,923	Closed	-$34.4K	–	2467
2026 Q1	$34.4K	Buy	1,923 +1,778	+1,226%	+$38.9K	﹤0.01%	1307
2025 Q4	$3.91K	Buy	+145	New	+$4.08K	﹤0.01%	2010

Other funds holding CAI

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 New York $48.6B AUM 94.27% 1-Year Est. Return

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

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Ancora Advisors's CAI Position: Q2 2026 in Review

Ancora Advisors sold out of Caris Life Sciences (CAI) in Q2 2026, closing a stake of 1,923 shares — an estimated $34.4K sold.

Ancora Advisors first reported a position in CAI in Q4 2025 and held it in 2 quarters. The position peaked at $34.4K in Q1 2026. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

Ancora Advisors reported no remaining Caris Life Sciences position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 1,923 Caris Life Sciences shares in Q2 2026, an estimated $34.4K.
Ancora Advisors first reported a position in Caris Life Sciences in Q4 2025 and held it in 2 quarters.
Ancora Advisors's Caris Life Sciences position peaked at $34.4K in Q1 2026.
246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.