EverSource Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

EverSource Wealth Advisors’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	$22.8K	Buy	8,441 +2,871	+52%	+$5.31K	﹤0.01%	2338
2026 Q1	$6.68K	Buy	5,570 +3,437	+161%	+$4.18K	﹤0.01%	3120
2025 Q4	$2.1K	Buy	2,133 +16	+0.8%	+$19	﹤0.01%	3486
2025 Q3	$2.67K	Buy	2,117 +879	+71%	+$948	﹤0.01%	3416
2025 Q2	$1.39K	Sell	1,238 -1,284	-51%	-$1.49K	﹤0.01%	3630
2025 Q1	$1.99K	Buy	2,522 +1,840	+270%	+$2.25K	﹤0.01%	2933
2024 Q4	$1.13K	Hold	682	–	–	﹤0.01%	2926
2024 Q3	$2.39K	Hold	682	–	–	﹤0.01%	2488
2024 Q2	$3.63K	Hold	682	–	–	﹤0.01%	2330
2024 Q1	$2.69K	Hold	682	–	–	﹤0.01%	2291
2023 Q4	$2.55K	Buy	+682	New	+$1.61K	﹤0.01%	2104
2023 Q2	–	Sell	-325	Closed	-$1.85K	–	2526
2023 Q1	$1.85K	Hold	325	–	–	﹤0.01%	1955
2022 Q4	$3.28K	Buy	+325	New	+$6.1K	﹤0.01%	1751
2022 Q2	–	Sell	-45	Closed	-$2K	–	1768
2022 Q1	$2K	Hold	45	–	–	﹤0.01%	1519
2021 Q4	$3K	Buy	+45	New	+$2.55K	﹤0.01%	1416

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 Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

EverSource Wealth Advisors's FATE Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Fate Therapeutics (FATE) stake by 52% in Q2 2026, buying an estimated $5.31K and bringing the position to 8,441 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

EverSource Wealth Advisors first reported a position in FATE in Q4 2021 and has held it in 15 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

EverSource Wealth Advisors held 8,441 shares of Fate Therapeutics worth $22.8K as of Q2 2026.
EverSource Wealth Advisors bought 2,871 Fate Therapeutics shares in Q2 2026, an estimated $5.31K.
Fate Therapeutics made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2338 holding.
EverSource Wealth Advisors first reported a position in Fate Therapeutics in Q4 2021 and has held it in 15 quarters since.
156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.