Corient Private Wealth
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Corient Private Wealth’s Fate Therapeutics FATE Stock Holding History

Corient Private Wealth’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
Q1 		$35.8K Sell
29,865
-29,795
-50% -$36.3K ﹤0.01% 2767
2025
Q4 		$58.6K Buy
+59,660
New +$71.6K ﹤0.01% 2669
2025
Q3 		– Sell
-29,724
Closed -$33.3K – 2598
2025
Q2 		$33.3K Buy
29,724
+75
+0.3% +$87 ﹤0.01% 2403
2025
Q1 		$23.4K Hold
29,649
– – ﹤0.01% 2253
2024
Q4 		$48.9K Hold
29,649
– – ﹤0.01% 2280
2024
Q3 		$104K Hold
29,649
– – ﹤0.01% 2325
2024
Q2 		$97.3K Sell
29,649
-7,854
-21% -$34.4K ﹤0.01% 2217
2024
Q1 		$275K Buy
37,503
+7,854
+26% +$48.6K ﹤0.01% 1936
2023
Q4 		$111K Sell
29,649
-1,609
-5% -$3.8K ﹤0.01% 2147
2023
Q3 		$66.3K Buy
31,258
+73
+0.2% +$242 ﹤0.01% 2064
2023
Q2 		$148K Sell
31,185
-7,093
-19% -$39.1K ﹤0.01% 1932
2023
Q1 		$218K Buy
38,278
+7,638
+25% +$46.1K ﹤0.01% 1762
2022
Q4 		$309K Buy
+30,640
New +$575K ﹤0.01% 1323

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's FATE Position: Q1 2026 in Review

Corient Private Wealth reduced its Fate Therapeutics (FATE) stake by 50% in Q1 2026, selling an estimated $36.3K and leaving 29,865 shares worth $35.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2767.

Corient Private Wealth first reported a position in FATE in Q4 2022 and has held it in 13 quarters since. The position peaked at $309K in Q4 2022. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Corient Private Wealth held 29,865 shares of Fate Therapeutics worth $35.8K as of Q1 2026.
  • Corient Private Wealth sold 29,795 Fate Therapeutics shares in Q1 2026, an estimated $36.3K.
  • Fate Therapeutics made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2767 holding.
  • Corient Private Wealth first reported a position in Fate Therapeutics in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Fate Therapeutics position peaked at $309K in Q4 2022.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.