Envestnet Asset Management
CAI

Envestnet Asset Management’s Caris Life Sciences CAI Stock Holding History

Envestnet Asset Management’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 		$1.28M Buy
71,695
+18,088
+34% +$324K ﹤0.01% 3473
2026
Q1 		$958K Buy
53,607
+22,578
+73% +$493K ﹤0.01% 3491
2025
Q4 		$837K Buy
+31,029
New +$874K ﹤0.01% 3374

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

Envestnet Asset Management's CAI Position: Q2 2026 in Review

Envestnet Asset Management increased its Caris Life Sciences (CAI) stake by 34% in Q2 2026, buying an estimated $324K and bringing the position to 71,695 shares worth $1.28M. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

Envestnet Asset Management first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Envestnet Asset Management held 71,695 shares of Caris Life Sciences worth $1.28M as of Q2 2026.
  • Envestnet Asset Management bought 18,088 Caris Life Sciences shares in Q2 2026, an estimated $324K.
  • Caris Life Sciences made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3473 holding.
  • Envestnet Asset Management first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.