Focus Partners Wealth
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Focus Partners Wealth’s Fate Therapeutics FATE Stock Holding History

Focus Partners Wealth’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 		$161K Buy
59,547
+13,379
+29% +$24.8K ﹤0.01% 2551
2026
Q1 		$55.4K Buy
46,168
+14,202
+44% +$17.3K ﹤0.01% 2573
2025
Q4 		$31.4K Buy
31,966
+19,828
+163% +$23.8K ﹤0.01% 2620
2025
Q3 		$51.2K Sell
12,138
-20,578
-63% -$22.2K ﹤0.01% 2161
2025
Q2 		$36.6K Buy
32,716
+2,515
+8% +$2.92K ﹤0.01% 1985
2025
Q1 		$23.9K Buy
30,201
+6,008
+25% +$7.36K ﹤0.01% 1865
2024
Q4 		$39.9K Buy
24,193
+540
+2% +$1.36K ﹤0.01% 1824
2024
Q3 		$82.8K Sell
23,653
-253
-1% -$984 ﹤0.01% 1526
2024
Q2 		$78K Buy
23,906
+253
+1% +$1.11K ﹤0.01% 1196
2024
Q1 		$174K Buy
+23,653
New +$146K ﹤0.01% 947

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Focus Partners Wealth's FATE Position: Q2 2026 in Review

Focus Partners Wealth increased its Fate Therapeutics (FATE) stake by 29% in Q2 2026, buying an estimated $24.8K and bringing the position to 59,547 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Focus Partners Wealth first reported a position in FATE in Q1 2024 and has held it in 10 quarters since. The position peaked at $174K in Q1 2024. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Focus Partners Wealth held 59,547 shares of Fate Therapeutics worth $161K as of Q2 2026.
  • Focus Partners Wealth bought 13,379 Fate Therapeutics shares in Q2 2026, an estimated $24.8K.
  • Fate Therapeutics made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2551 holding.
  • Focus Partners Wealth first reported a position in Fate Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Focus Partners Wealth's Fate Therapeutics position peaked at $174K in Q1 2024.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.