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

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Olistico Wealth Tulsa, Oklahoma $234M AUM 31.19% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return