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Arax Advisory Partners’s Calidi Biotherapeutics CLDI Stock Holding History

Arax Advisory Partners’s Portfolio CLDI Stock Details CLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.35K Hold
2,334
– – ﹤0.01% 4525
2026
Q1 		$8.92K Buy
+2,334
New +$28.1K ﹤0.01% 2503

Other funds holding CLDI

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return
RCI
RS Crum Inc Newport Beach, California $533M AUM 20.75% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Arax Advisory Partners's CLDI Position: Q2 2026 in Review

Arax Advisory Partners held its Calidi Biotherapeutics (CLDI) position steady in Q2 2026 at 2,334 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #4525.

Arax Advisory Partners first reported a position in CLDI in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.92K in Q1 2026. 22 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

  • Arax Advisory Partners held 2,334 shares of Calidi Biotherapeutics worth $6.35K as of Q2 2026.
  • Arax Advisory Partners left its Calidi Biotherapeutics share count unchanged in Q2 2026.
  • Calidi Biotherapeutics made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4525 holding.
  • Arax Advisory Partners first reported a position in Calidi Biotherapeutics in Q1 2026 and has held it in 2 quarters since.
  • Arax Advisory Partners's Calidi Biotherapeutics position peaked at $8.92K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.