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
Q2 		$180K Buy
66,515
+36,650
+123% +$67.8K ﹤0.01% 2838
2026
Q1 		$35.8K Buy
29,865
+35
+0.1% +$43 ﹤0.01% 2767
2025
Q4 		$29.3K Buy
+29,830
New +$35.8K ﹤0.01% 2612
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 $1.49B 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

Corient Private Wealth's FATE Position: Q2 2026 in Review

Corient Private Wealth increased its Fate Therapeutics (FATE) stake by 123% in Q2 2026, buying an estimated $67.8K and bringing the position to 66,515 shares worth $180K. The position accounts for ﹤0.01% of the portfolio, ranked #2838.

Corient Private Wealth first reported a position in FATE in Q4 2022 and has held it in 14 quarters since. The position peaked at $309K in Q4 2022. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Corient Private Wealth held 66,515 shares of Fate Therapeutics worth $180K as of Q2 2026.
  • Corient Private Wealth bought 36,650 Fate Therapeutics shares in Q2 2026, an estimated $67.8K.
  • Fate Therapeutics made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2838 holding.
  • Corient Private Wealth first reported a position in Fate Therapeutics in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Fate Therapeutics position peaked at $309K in Q4 2022.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.