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Essential Partners’s Caris Life Sciences CAI Stock Holding History

Essential Partners’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
Q3 		$102K Buy
3,320
+3,249
+4,576% +$73K 0.05% 420
2026
Q2 		$1.26K Buy
71
+38
+115% +$680 ﹤0.01% 2142
2026
Q1 		$590 Buy
+33
New +$721 ﹤0.01% 2385

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Essential Partners's CAI Position: Q3 2026 in Review

Essential Partners increased its Caris Life Sciences (CAI) stake by 4,576% in Q3 2026, buying an estimated $73K and bringing the position to 3,320 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #420.

Essential Partners first reported a position in CAI in Q1 2026 and has held it in 3 quarters since. 18 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • Essential Partners held 3,320 shares of Caris Life Sciences worth $102K as of Q3 2026.
  • Essential Partners bought 3,249 Caris Life Sciences shares in Q3 2026, an estimated $73K.
  • Caris Life Sciences made up 0.05% of Essential Partners's portfolio in Q3 2026, its #420 holding.
  • Essential Partners first reported a position in Caris Life Sciences in Q1 2026 and has held it in 3 quarters since.
  • 18 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.