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Leo Wealth LLC’s Fate Therapeutics FATE Stock Holding History

Leo Wealth LLC’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 		$84.5K Hold
70,439
– – 0.01% 449
2025
Q4 		$69.2K Hold
70,439
– – 0.01% 417
2025
Q3 		$88.8K Hold
70,439
– – 0.01% 283
2025
Q2 		$78.9K Hold
70,439
– – 0.01% 383
2025
Q1 		$55.7K Hold
70,439
– – 0.01% 268
2024
Q4 		$116K Buy
70,439
+60,000
+575% +$151K 0.01% 349
2024
Q3 		$36.5K Hold
10,439
– – ﹤0.01% 344
2024
Q2 		$34.2K Buy
+10,439
New +$45.7K ﹤0.01% 327

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 Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Leo Wealth LLC's FATE Position: Q1 2026 in Review

Leo Wealth LLC held its Fate Therapeutics (FATE) position steady in Q1 2026 at 70,439 shares worth $84.5K. The position accounts for 0.01% of the portfolio, ranked #449.

Leo Wealth LLC first reported a position in FATE in Q2 2024 and has held it in 8 quarters since. The position peaked at $116K in Q4 2024. 158 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Leo Wealth LLC held 70,439 shares of Fate Therapeutics worth $84.5K as of Q1 2026.
  • Leo Wealth LLC left its Fate Therapeutics share count unchanged in Q1 2026.
  • Fate Therapeutics made up 0.01% of Leo Wealth LLC's portfolio in Q1 2026, its #449 holding.
  • Leo Wealth LLC first reported a position in Fate Therapeutics in Q2 2024 and has held it in 8 quarters since.
  • Leo Wealth LLC's Fate Therapeutics position peaked at $116K in Q4 2024.
  • 158 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on Leo Wealth LLC's 13F filing for Q1 2026, filed 5 May 2026.