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Integrated Wealth Concepts’s Fate Therapeutics FATE Stock Holding History

Integrated Wealth Concepts’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 		$41K Buy
15,183
+237
+2% +$439 ﹤0.01% 2372
2026
Q1 		$17.9K Buy
+14,946
New +$18.2K ﹤0.01% 2261

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Integrated Wealth Concepts's FATE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Fate Therapeutics (FATE) stake by 1.6% in Q2 2026, buying an estimated $439 and bringing the position to 15,183 shares worth $41K. The position accounts for ﹤0.01% of the portfolio, ranked #2372.

Integrated Wealth Concepts first reported a position in FATE in Q1 2026 and has held it in 2 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Integrated Wealth Concepts held 15,183 shares of Fate Therapeutics worth $41K as of Q2 2026.
  • Integrated Wealth Concepts bought 237 Fate Therapeutics shares in Q2 2026, an estimated $439.
  • Fate Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2372 holding.
  • Integrated Wealth Concepts first reported a position in Fate Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.