LPL Financial
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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
Q2 		$550K Buy
203,746
+56,000
+38% +$104K ﹤0.01% 4937
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 $1.49B 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

LPL Financial's FATE Position: Q2 2026 in Review

LPL Financial increased its Fate Therapeutics (FATE) stake by 38% in Q2 2026, buying an estimated $104K and bringing the position to 203,746 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #4937.

LPL Financial first reported a position in FATE in Q2 2021 and has held it in 9 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • LPL Financial held 203,746 shares of Fate Therapeutics worth $550K as of Q2 2026.
  • LPL Financial bought 56,000 Fate Therapeutics shares in Q2 2026, an estimated $104K.
  • Fate Therapeutics made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4937 holding.
  • LPL Financial first reported a position in Fate Therapeutics in Q2 2021 and has held it in 9 quarters since.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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