LPL Financial’s Capricor Therapeutics CAPR Stock Holding History

LPL Financial’s Portfolio CAPR Stock Details CAPR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$659K	Sell	27,377 -625	-2%	-$18.9K	﹤0.01%	4782
2026 Q1	$851K	Sell	28,002 -18,599	-40%	-$496K	﹤0.01%	4320
2025 Q4	$1.34M	Buy	46,601 +3,900	+9%	+$50.9K	﹤0.01%	3770
2025 Q3	$308K	Buy	42,701 +24,980	+141%	+$184K	﹤0.01%	5033
2025 Q2	$176K	Buy	+17,721	New	+$187K	﹤0.01%	5133
2024 Q4	–	Sell	-10,001	Closed	-$152K	–	5303
2024 Q3	$152K	Sell	10,001 -21,987	-69%	-$109K	﹤0.01%	4803
2024 Q2	$153K	Sell	31,988 -14,350	-31%	-$80K	﹤0.01%	4647
2024 Q1	$315K	Sell	46,338 -31,900	-41%	-$154K	﹤0.01%	4158
2023 Q4	$383K	Sell	78,238 -3,000	-4%	-$9.77K	﹤0.01%	3892
2023 Q3	$278K	Buy	81,238 +2,802	+4%	+$15.7K	﹤0.01%	3985
2023 Q2	$375K	Buy	+78,436	New	+$345K	﹤0.01%	3682

Other funds holding CAPR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TCM

Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return

SCM

Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

BCM

Boxer Capital Management San Diego, California $1.33B AUM 864.5% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial's CAPR Position: Q2 2026 in Review

LPL Financial reduced its Capricor Therapeutics (CAPR) stake by 2.2% in Q2 2026, selling an estimated $18.9K and leaving 27,377 shares worth $659K. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

LPL Financial first reported a position in CAPR in Q2 2023 and has held it in 11 quarters since. The position peaked at $1.34M in Q4 2025. 170 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

LPL Financial held 27,377 shares of Capricor Therapeutics worth $659K as of Q2 2026.
LPL Financial sold 625 Capricor Therapeutics shares in Q2 2026, an estimated $18.9K.
Capricor Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4782 holding.
LPL Financial first reported a position in Capricor Therapeutics in Q2 2023 and has held it in 11 quarters since.
LPL Financial's Capricor Therapeutics position peaked at $1.34M in Q4 2025.
170 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.