HighTower Advisors’s Calidi Biotherapeutics CLDI Stock Holding History

HighTower Advisors’s Portfolio CLDI Stock Details CLDI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5,220	Closed	-$14.2K	–	3851
2026 Q2	$14.2K	Hold	5,220	–	–	﹤0.01%	3777
2026 Q1	$19.9K	Hold	5,220	–	–	﹤0.01%	3760
2025 Q4	$97.7K	Sell	5,220 -90	-2%	-$2.12K	﹤0.01%	3510
2025 Q3	$129K	Buy	5,310 +4,688	+754%	+$319K	﹤0.01%	3492
2025 Q2	$27.5K	Hold	622	–	–	﹤0.01%	3594
2025 Q1	$67.6K	Buy	622 +89	+17%	+$16.2K	﹤0.01%	3419
2024 Q4	$118K	Buy	+533	New	+$160K	﹤0.01%	3342

Other funds holding CLDI

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

StoneX Group New York $2.75B AUM 24.13% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $17.7B AUM 20.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Finepoint Capital Boston, Massachusetts $2.71B AUM 14.5% 1-Year Est. Return

Tradewinds Capital Management Bellingham, Washington $578M AUM 35.02% 1-Year Est. Return

HighTower Advisors's CLDI Position: Q3 2026 in Review

HighTower Advisors sold out of Calidi Biotherapeutics (CLDI) in Q3 2026, closing a stake of 5,220 shares — an estimated $14.2K sold.

HighTower Advisors first reported a position in CLDI in Q4 2024 and held it in 7 quarters. The position peaked at $129K in Q3 2025. 13 funds tracked by Wall St. Rank hold CLDI as of Q3 2026.

HighTower Advisors reported no remaining Calidi Biotherapeutics position as of Q3 2026 after selling out during the quarter.
HighTower Advisors sold 5,220 Calidi Biotherapeutics shares in Q3 2026, an estimated $14.2K.
HighTower Advisors first reported a position in Calidi Biotherapeutics in Q4 2024 and held it in 7 quarters.
HighTower Advisors's Calidi Biotherapeutics position peaked at $129K in Q3 2025.
13 funds tracked by Wall St. Rank held Calidi Biotherapeutics as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.