IWC
FATE icon

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
Q1 		$17.9K Buy
+14,946
New +$18.2K ﹤0.01% 2261

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

Integrated Wealth Concepts's FATE Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in Fate Therapeutics (FATE) in Q1 2026: 14,946 shares worth $17.9K. The stake represents ﹤0.01% of the portfolio and ranks #2261 among its holdings.

157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Integrated Wealth Concepts held 14,946 shares of Fate Therapeutics worth $17.9K as of Q1 2026.
  • Fate Therapeutics was a new Integrated Wealth Concepts position in Q1 2026.
  • Fate Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #2261 holding.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.