GRP
CAI

Global Retirement Partners’s Caris Life Sciences CAI Stock Holding History

Global Retirement 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
Q2 		$4.88K Buy
+274
New +$4.9K ﹤0.01% 3704
2025
Q4 		$27K Buy
1,000
+999
+99,900% +$28.1K ﹤0.01% 2730
2025
Q3 		$30 Buy
+1
New +$32 ﹤0.01% 3839

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

Global Retirement Partners's CAI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Caris Life Sciences (CAI) in Q2 2026: 274 shares worth $4.88K. The stake represents ﹤0.01% of the portfolio and ranks #3704 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CAI as recently as Q4 2025.

Global Retirement Partners first reported a position in CAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $27K in Q4 2025. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Global Retirement Partners held 274 shares of Caris Life Sciences worth $4.88K as of Q2 2026.
  • Caris Life Sciences was a new Global Retirement Partners position in Q2 2026.
  • Caris Life Sciences made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3704 holding.
  • Global Retirement Partners first reported a position in Caris Life Sciences in Q3 2025 and has held it in 3 quarters since.
  • Global Retirement Partners's Caris Life Sciences position peaked at $27K in Q4 2025.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.