Creative Planning
FATE icon

Creative Planning’s Fate Therapeutics FATE Stock Holding History

Creative Planning’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 		$294K Buy
108,980
+59,555
+120% +$110K ﹤0.01% 3579
2026
Q1 		$59.3K Buy
49,425
+25,534
+107% +$31.1K ﹤0.01% 3969
2025
Q4 		$23.5K Sell
23,891
-2,403
-9% -$2.89K ﹤0.01% 3840
2025
Q3 		$33.1K Buy
+26,294
New +$28.4K ﹤0.01% 3784
2021
Q2 		– Sell
-4,175
Closed -$344K – 2239
2021
Q1 		$344K Sell
4,175
-1,971
-32% -$189K ﹤0.01% 1703
2020
Q4 		$559K Sell
6,146
-588
-9% -$36.5K ﹤0.01% 1250
2020
Q3 		$269K Sell
6,734
-983
-13% -$34.3K ﹤0.01% 1489
2020
Q2 		$265K Buy
+7,717
New +$230K ﹤0.01% 1383
2019
Q1 		– Sell
-10,977
Closed -$141K – 2019
2018
Q4 		$141K Buy
+10,977
New +$153K ﹤0.01% 1576
2017
Q4 		– Sell
-28,000
Closed -$111K – 1938
2017
Q3 		$111K Hold
28,000
– – ﹤0.01% 1703
2017
Q2 		$91K Buy
28,000
+5,000
+22% +$19.2K ﹤0.01% 2050
2017
Q1 		$105K Buy
23,000
+6,000
+35% +$21.9K ﹤0.01% 1923
2016
Q4 		$43K Hold
17,000
– – ﹤0.01% 2509
2016
Q3 		$53K Hold
17,000
– – ﹤0.01% 2311
2016
Q2 		$29K Hold
17,000
– – ﹤0.01% 2514
2016
Q1 		$31K Buy
17,000
+10,000
+143% +$20.6K ﹤0.01% 2428
2015
Q4 		$24K Buy
7,000
+2,000
+40% +$8.41K ﹤0.01% 2704
2015
Q3 		$27K Buy
+5,000
New +$34.2K ﹤0.01% 2493

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

Creative Planning's FATE Position: Q2 2026 in Review

Creative Planning increased its Fate Therapeutics (FATE) stake by 120% in Q2 2026, buying an estimated $110K and bringing the position to 108,980 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #3579.

Creative Planning first reported a position in FATE in Q3 2015 and has held it in 18 quarters since. The position peaked at $559K in Q4 2020. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Creative Planning held 108,980 shares of Fate Therapeutics worth $294K as of Q2 2026.
  • Creative Planning bought 59,555 Fate Therapeutics shares in Q2 2026, an estimated $110K.
  • Fate Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3579 holding.
  • Creative Planning first reported a position in Fate Therapeutics in Q3 2015 and has held it in 18 quarters since.
  • Creative Planning's Fate Therapeutics position peaked at $559K in Q4 2020.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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