CX Institutional’s Fate Therapeutics FATE Stock Holding History

CX Institutional’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
2025 Q4	–	Sell	-2,817	Closed	-$4K	–	1543
2025 Q3	$4K	Buy	+2,817	New	+$3.04K	﹤0.01%	1273

Other funds holding FATE

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

CX Institutional's FATE Position: Q4 2025 in Review

CX Institutional sold out of Fate Therapeutics (FATE) in Q4 2025, closing a stake of 2,817 shares — an estimated $4K sold.

CX Institutional first reported a position in FATE in Q3 2025 and held it in 1 quarter. The position peaked at $4K in Q3 2025. 146 funds tracked by Wall St. Rank hold FATE as of Q4 2025.

CX Institutional reported no remaining Fate Therapeutics position as of Q4 2025 after selling out during the quarter.
CX Institutional sold 2,817 Fate Therapeutics shares in Q4 2025, an estimated $4K.
CX Institutional first reported a position in Fate Therapeutics in Q3 2025 and held it in 1 quarter.
CX Institutional's Fate Therapeutics position peaked at $4K in Q3 2025.
146 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2025.

Based on CX Institutional's 13F filing for Q4 2025, filed 2 Feb 2026.