FMP
CAI

Financial Management Professionals’s Caris Life Sciences CAI Stock Holding History

Financial Management Professionals’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 		$1.71K Buy
96
+5
+5% +$89 ﹤0.01% 812
2026
Q1 		$1.63K Buy
91
+20
+28% +$437 ﹤0.01% 756
2025
Q4 		$1.92K Hold
71
– – ﹤0.01% 733
2025
Q3 		$2.15K Buy
71
+51
+255% +$1.63K ﹤0.01% 705
2025
Q2 		$534 Buy
+20
New +$539 ﹤0.01% 908

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

Financial Management Professionals's CAI Position: Q2 2026 in Review

Financial Management Professionals increased its Caris Life Sciences (CAI) stake by 5.5% in Q2 2026, buying an estimated $89 and bringing the position to 96 shares worth $1.71K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

Financial Management Professionals first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.15K in Q3 2025. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Financial Management Professionals held 96 shares of Caris Life Sciences worth $1.71K as of Q2 2026.
  • Financial Management Professionals bought 5 Caris Life Sciences shares in Q2 2026, an estimated $89.
  • Caris Life Sciences made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #812 holding.
  • Financial Management Professionals first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • Financial Management Professionals's Caris Life Sciences position peaked at $2.15K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.