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Caerus Investment Advisors’s Fate Therapeutics FATE Stock Holding History

Caerus Investment 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 		$43.3K Buy
16,037
+1,468
+10% +$2.72K 0.01% 331
2026
Q1 		$17.5K Buy
+14,569
New +$17.7K 0.01% 275

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Caerus Investment Advisors's FATE Position: Q2 2026 in Review

Caerus Investment Advisors increased its Fate Therapeutics (FATE) stake by 10% in Q2 2026, buying an estimated $2.72K and bringing the position to 16,037 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #331.

Caerus Investment Advisors first reported a position in FATE in Q1 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Caerus Investment Advisors held 16,037 shares of Fate Therapeutics worth $43.3K as of Q2 2026.
  • Caerus Investment Advisors bought 1,468 Fate Therapeutics shares in Q2 2026, an estimated $2.72K.
  • Fate Therapeutics made up 0.01% of Caerus Investment Advisors's portfolio in Q2 2026, its #331 holding.
  • Caerus Investment Advisors first reported a position in Fate Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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