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Belpointe Asset Management’s Calidi Biotherapeutics CLDI Stock Holding History

Belpointe Asset Management’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 		$3.39K Hold
1,245
– – ﹤0.01% 1121
2026
Q1 		$4.76K Sell
1,245
-3
-0.2% -$36 ﹤0.01% 1066
2025
Q4 		$23.4K Sell
1,248
-1,355
-52% -$31.9K ﹤0.01% 1015
2025
Q3 		$63.3K Buy
2,603
+1,302
+100% +$88.5K ﹤0.01% 966
2025
Q2 		$57.5K Hold
1,301
– – ﹤0.01% 917
2025
Q1 		$141K Buy
+1,301
New +$237K 0.01% 879

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
AAP
Arax Advisory Partners Denver, Colorado $15.1B AUM 27.93% 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
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

Belpointe Asset Management's CLDI Position: Q2 2026 in Review

Belpointe Asset Management held its Calidi Biotherapeutics (CLDI) position steady in Q2 2026 at 1,245 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Belpointe Asset Management first reported a position in CLDI in Q1 2025 and has held it in 6 quarters since. The position peaked at $141K in Q1 2025. 22 funds tracked by Wall St. Rank hold CLDI as of Q2 2026.

  • Belpointe Asset Management held 1,245 shares of Calidi Biotherapeutics worth $3.39K as of Q2 2026.
  • Belpointe Asset Management left its Calidi Biotherapeutics share count unchanged in Q2 2026.
  • Calidi Biotherapeutics made up ﹤0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1121 holding.
  • Belpointe Asset Management first reported a position in Calidi Biotherapeutics in Q1 2025 and has held it in 6 quarters since.
  • Belpointe Asset Management's Calidi Biotherapeutics position peaked at $141K in Q1 2025.
  • 22 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.