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GoalVest Advisory’s Capricor Therapeutics CAPR Stock Holding History

GoalVest Advisory’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$50.6K Hold
2,100
– – 0.01% 204
2026
Q1 		$63.8K Buy
2,100
+50
+2% +$1.33K 0.01% 202
2025
Q4 		$59.2K Buy
+2,050
New +$26.8K 0.01% 223

Other funds holding CAPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
BCM
Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GoalVest Advisory's CAPR Position: Q2 2026 in Review

GoalVest Advisory held its Capricor Therapeutics (CAPR) position steady in Q2 2026 at 2,100 shares worth $50.6K. The position accounts for 0.01% of the portfolio, ranked #204.

GoalVest Advisory first reported a position in CAPR in Q4 2025 and has held it in 3 quarters since. The position peaked at $63.8K in Q1 2026. 170 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

  • GoalVest Advisory held 2,100 shares of Capricor Therapeutics worth $50.6K as of Q2 2026.
  • GoalVest Advisory left its Capricor Therapeutics share count unchanged in Q2 2026.
  • Capricor Therapeutics made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #204 holding.
  • GoalVest Advisory first reported a position in Capricor Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • GoalVest Advisory's Capricor Therapeutics position peaked at $63.8K in Q1 2026.
  • 170 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.