CT
TECX

Caldwell Trust’s Tectonic Therapeutic TECX Stock Holding History

Caldwell Trust’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$688 Hold
20
– – ﹤0.01% 802
2026
Q1 		$618 Hold
20
– – ﹤0.01% 778
2025
Q4 		$417 Hold
20
– – ﹤0.01% 751
2025
Q3 		$314 Hold
20
– – ﹤0.01% 747
2025
Q2 		$397 Hold
20
– – ﹤0.01% 740
2025
Q1 		$354 Buy
+20
New +$652 ﹤0.01% 747

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Caldwell Trust's TECX Position: Q2 2026 in Review

Caldwell Trust held its Tectonic Therapeutic (TECX) position steady in Q2 2026 at 20 shares worth $688. The position accounts for ﹤0.01% of the portfolio, ranked #802.

Caldwell Trust first reported a position in TECX in Q1 2025 and has held it in 6 quarters since. 123 funds tracked by Wall St. Rank hold TECX as of Q2 2026.

  • Caldwell Trust held 20 shares of Tectonic Therapeutic worth $688 as of Q2 2026.
  • Caldwell Trust left its Tectonic Therapeutic share count unchanged in Q2 2026.
  • Tectonic Therapeutic made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #802 holding.
  • Caldwell Trust first reported a position in Tectonic Therapeutic in Q1 2025 and has held it in 6 quarters since.
  • 123 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.