CPG
CAI

Cornerstone Planning Group’s Caris Life Sciences CAI Stock Holding History

Cornerstone Planning Group’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2K Hold
78
– – ﹤0.01% 1451
2026
Q1 		$1.48K Hold
78
– – ﹤0.01% 1362
2025
Q4 		$2.07K Buy
+78
New +$2.2K ﹤0.01% 1191

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Cornerstone Planning Group's CAI Position: Q2 2026 in Review

Cornerstone Planning Group held its Caris Life Sciences (CAI) position steady in Q2 2026 at 78 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Cornerstone Planning Group first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.07K in Q4 2025. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Cornerstone Planning Group held 78 shares of Caris Life Sciences worth $1.2K as of Q2 2026.
  • Cornerstone Planning Group left its Caris Life Sciences share count unchanged in Q2 2026.
  • Caris Life Sciences made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1451 holding.
  • Cornerstone Planning Group first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • Cornerstone Planning Group's Caris Life Sciences position peaked at $2.07K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.