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Mark Sheptoff Financial Planning’s Fate Therapeutics FATE Stock Holding History

Mark Sheptoff Financial Planning’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 		$708 Hold
300
– – ﹤0.01% 489
2025
Q4 		$295 Hold
300
– – ﹤0.01% 497
2025
Q3 		$378 Hold
300
– – ﹤0.01% 469
2025
Q2 		$336 Hold
300
– – ﹤0.01% 498
2025
Q1 		$237 Hold
300
– – ﹤0.01% 438
2024
Q4 		$495 Hold
300
– – ﹤0.01% 418
2024
Q3 		$1.05K Buy
+300
New +$1.17K ﹤0.01% 404

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

Mark Sheptoff Financial Planning's FATE Position: Q1 2026 in Review

Mark Sheptoff Financial Planning held its Fate Therapeutics (FATE) position steady in Q1 2026 at 300 shares worth $708. The position accounts for ﹤0.01% of the portfolio, ranked #489.

Mark Sheptoff Financial Planning first reported a position in FATE in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.05K in Q3 2024. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Mark Sheptoff Financial Planning held 300 shares of Fate Therapeutics worth $708 as of Q1 2026.
  • Mark Sheptoff Financial Planning left its Fate Therapeutics share count unchanged in Q1 2026.
  • Fate Therapeutics made up ﹤0.01% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #489 holding.
  • Mark Sheptoff Financial Planning first reported a position in Fate Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Mark Sheptoff Financial Planning's Fate Therapeutics position peaked at $1.05K in Q3 2024.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.