CI
CAI

CX Institutional’s Caris Life Sciences CAI Stock Holding History

CX Institutional’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 		– Sell
-684
Closed -$12K – 1652
2026
Q1 		$12K Buy
+684
New +$14.9K ﹤0.01% 1266

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CC
Courier Capital Buffalo, New York $2B AUM 24.36% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
OW
Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

CX Institutional's CAI Position: Q2 2026 in Review

CX Institutional sold out of Caris Life Sciences (CAI) in Q2 2026, closing a stake of 684 shares — an estimated $12K sold.

CX Institutional first reported a position in CAI in Q1 2026 and held it in 1 quarter. The position peaked at $12K in Q1 2026. 21 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • CX Institutional reported no remaining Caris Life Sciences position as of Q2 2026 after selling out during the quarter.
  • CX Institutional sold 684 Caris Life Sciences shares in Q2 2026, an estimated $12K.
  • CX Institutional first reported a position in Caris Life Sciences in Q1 2026 and held it in 1 quarter.
  • CX Institutional's Caris Life Sciences position peaked at $12K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.