HWM
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HB Wealth Management’s Fate Therapeutics FATE Stock Holding History

HB Wealth Management’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 		$30.9K Buy
+11,439
New +$21.2K ﹤0.01% 1691

Other funds holding FATE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AHL
Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return
NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

HB Wealth Management's FATE Position: Q2 2026 in Review

HB Wealth Management opened a new position in Fate Therapeutics (FATE) in Q2 2026: 11,439 shares worth $30.9K. The stake represents ﹤0.01% of the portfolio and ranks #1691 among its holdings.

26 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • HB Wealth Management held 11,439 shares of Fate Therapeutics worth $30.9K as of Q2 2026.
  • Fate Therapeutics was a new HB Wealth Management position in Q2 2026.
  • Fate Therapeutics made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1691 holding.
  • 26 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.