Callan Family Office’s Fate Therapeutics FATE Stock Holding History

Callan Family Office’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
2025 Q2	–	Sell	-82,024	Closed	-$64.8K	–	935
2025 Q1	$64.8K	Buy	+82,024	New	+$101K	﹤0.01%	538

Other funds holding FATE

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return

VPC

Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Callan Family Office's FATE Position: Q2 2025 in Review

Callan Family Office sold out of Fate Therapeutics (FATE) in Q2 2025, closing a stake of 82,024 shares — an estimated $64.8K sold.

Callan Family Office first reported a position in FATE in Q1 2025 and held it in 1 quarter. The position peaked at $64.8K in Q1 2025. 139 funds tracked by Wall St. Rank hold FATE as of Q2 2025.

Callan Family Office reported no remaining Fate Therapeutics position as of Q2 2025 after selling out during the quarter.
Callan Family Office sold 82,024 Fate Therapeutics shares in Q2 2025, an estimated $64.8K.
Callan Family Office first reported a position in Fate Therapeutics in Q1 2025 and held it in 1 quarter.
Callan Family Office's Fate Therapeutics position peaked at $64.8K in Q1 2025.
139 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2025.

Based on Callan Family Office's 13F filing for Q2 2025, filed 24 Jul 2025.