IA
CAI

IFP Advisors’s Caris Life Sciences CAI Stock Holding History

IFP Advisors’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 		$53 Sell
3
-3
-50% -$54 ﹤0.01% 5014
2026
Q1 		$107 Buy
6
+3
+100% +$66 ﹤0.01% 4731
2025
Q4 		$81 Buy
+3
New +$84 ﹤0.01% 4638

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

IFP Advisors's CAI Position: Q2 2026 in Review

IFP Advisors reduced its Caris Life Sciences (CAI) stake by 50% in Q2 2026, selling an estimated $54 and leaving 3 shares worth $53. The position accounts for ﹤0.01% of the portfolio, ranked #5014.

IFP Advisors first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. The position peaked at $107 in Q1 2026. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • IFP Advisors held 3 shares of Caris Life Sciences worth $53 as of Q2 2026.
  • IFP Advisors sold 3 Caris Life Sciences shares in Q2 2026, an estimated $54.
  • Caris Life Sciences made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #5014 holding.
  • IFP Advisors first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • IFP Advisors's Caris Life Sciences position peaked at $107 in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.