LPL Financial
FATE icon

LPL Financial’s Fate Therapeutics FATE Stock Holding History

LPL Financial’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 		$177K Buy
147,746
+2,930
+2% +$3.57K ﹤0.01% 5542
2025
Q4 		$142K Buy
144,816
+120,900
+506% +$145K ﹤0.01% 5538
2025
Q3 		$30.1K Buy
23,916
+10,000
+72% +$10.8K ﹤0.01% 5697
2025
Q2 		$15.6K Sell
13,916
-76,599
-85% -$89K ﹤0.01% 5497
2025
Q1 		$71.5K Buy
90,515
+17,395
+24% +$21.3K ﹤0.01% 5101
2024
Q4 		$121K Buy
+73,120
New +$184K ﹤0.01% 4952
2021
Q4 		– Sell
-3,444
Closed -$204K – 4378
2021
Q3 		$204K Buy
3,444
+609
+21% +$47.8K ﹤0.01% 3969
2021
Q2 		$246K Buy
+2,835
New +$228K ﹤0.01% 3752

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $121B 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