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Arete Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

Arete Wealth Advisors’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 		$405K Buy
+150,000
New +$278K 0.01% 454

Other funds holding FATE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.7B AUM 77.3% 1-Year Est. Return
PFM
Privium Fund Management Amsterdam, Netherlands $544M AUM 72.49% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80B AUM 26.12% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return

Arete Wealth Advisors's FATE Position: Q2 2026 in Review

Arete Wealth Advisors opened a new position in Fate Therapeutics (FATE) in Q2 2026: 150,000 shares worth $405K. The stake represents 0.01% of the portfolio and ranks #454 among its holdings.

68 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Arete Wealth Advisors held 150,000 shares of Fate Therapeutics worth $405K as of Q2 2026.
  • Fate Therapeutics was a new Arete Wealth Advisors position in Q2 2026.
  • Fate Therapeutics made up 0.01% of Arete Wealth Advisors's portfolio in Q2 2026, its #454 holding.
  • 68 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.