Creative Planning
CAI

Creative Planning’s Caris Life Sciences CAI Stock Holding History

Creative Planning’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 		$1.38M Sell
77,456
-542
-0.7% -$9.7K ﹤0.01% 2383
2026
Q1 		$1.39M Sell
77,998
-71,858
-48% -$1.57M ﹤0.01% 2195
2025
Q4 		$4.04M Buy
+149,856
New +$4.22M ﹤0.01% 1158

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

Creative Planning's CAI Position: Q2 2026 in Review

Creative Planning reduced its Caris Life Sciences (CAI) stake by 0.69% in Q2 2026, selling an estimated $9.7K and leaving 77,456 shares worth $1.38M. The position accounts for ﹤0.01% of the portfolio, ranked #2383.

Creative Planning first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $4.04M in Q4 2025. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Creative Planning held 77,456 shares of Caris Life Sciences worth $1.38M as of Q2 2026.
  • Creative Planning sold 542 Caris Life Sciences shares in Q2 2026, an estimated $9.7K.
  • Caris Life Sciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2383 holding.
  • Creative Planning first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • Creative Planning's Caris Life Sciences position peaked at $4.04M in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.