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HBK Sorce Advisory’s Fate Therapeutics FATE Stock Holding History

HBK Sorce Advisory’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
Q1 		– Sell
-10,659
Closed -$12.2K – 673
2025
Q4 		$12.2K Sell
10,659
-961
-8% -$1.15K ﹤0.01% 626
2025
Q3 		$17.8K Sell
11,620
-509
-4% -$549 ﹤0.01% 618
2025
Q2 		$13.6K Buy
+12,129
New +$14.1K ﹤0.01% 592

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

HBK Sorce Advisory's FATE Position: Q1 2026 in Review

HBK Sorce Advisory sold out of Fate Therapeutics (FATE) in Q1 2026, closing a stake of 10,659 shares — an estimated $12.2K sold.

HBK Sorce Advisory first reported a position in FATE in Q2 2025 and held it in 3 quarters. The position peaked at $17.8K in Q3 2025. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • HBK Sorce Advisory reported no remaining Fate Therapeutics position as of Q1 2026 after selling out during the quarter.
  • HBK Sorce Advisory sold 10,659 Fate Therapeutics shares in Q1 2026, an estimated $12.2K.
  • HBK Sorce Advisory first reported a position in Fate Therapeutics in Q2 2025 and held it in 3 quarters.
  • HBK Sorce Advisory's Fate Therapeutics position peaked at $17.8K in Q3 2025.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.