Clearstead Advisors’s Fate Therapeutics FATE Stock Holding History

Clearstead 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	$406	Buy	+150	New	+$278	﹤0.01%	2986
2026 Q1	–	Sell	-18	Closed	-$18	–	2453
2025 Q4	$18	Sell	18 -1,268	-99%	-$1.52K	﹤0.01%	2696
2025 Q3	$1.62K	Buy	1,286 +644	+100%	+$694	﹤0.01%	2516
2025 Q2	$720	Buy	+642	New	+$746	﹤0.01%	2463
2021 Q4	–	Sell	-12	Closed	-$1K	–	1328
2021 Q3	$1K	Hold	12	–	–	﹤0.01%	1201
2021 Q2	$1K	Buy	+12	New	+$967	﹤0.01%	1144

Other funds holding FATE

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Clearstead Advisors's FATE Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Fate Therapeutics (FATE) in Q2 2026: 150 shares worth $406. The stake represents ﹤0.01% of the portfolio and ranks #2986 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in FATE as recently as Q4 2025.

Clearstead Advisors first reported a position in FATE in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.62K in Q3 2025. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

Clearstead Advisors held 150 shares of Fate Therapeutics worth $406 as of Q2 2026.
Fate Therapeutics was a new Clearstead Advisors position in Q2 2026.
Fate Therapeutics made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2986 holding.
Clearstead Advisors first reported a position in Fate Therapeutics in Q2 2021 and has held it in 6 quarters since.
Clearstead Advisors's Fate Therapeutics position peaked at $1.62K in Q3 2025.
156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.