MassMutual Private Wealth & Trust’s Caris Life Sciences CAI Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio CAI Stock Details CAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$446	Sell	25 -4	-14%	-$72	﹤0.01%	2289
2026 Q1	$519	Buy	+29	New	+$634	﹤0.01%	2225
2025 Q4	–	Sell	-5	Closed	-$151	–	2491
2025 Q3	$151	Buy	+5	New	+$159	﹤0.01%	2334

Other funds holding CAI

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

MassMutual Private Wealth & Trust's CAI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Caris Life Sciences (CAI) stake by 14% in Q2 2026, selling an estimated $72 and leaving 25 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #2289.

MassMutual Private Wealth & Trust first reported a position in CAI in Q3 2025 and has held it in 3 quarters since. The position peaked at $519 in Q1 2026. 44 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

MassMutual Private Wealth & Trust held 25 shares of Caris Life Sciences worth $446 as of Q2 2026.
MassMutual Private Wealth & Trust sold 4 Caris Life Sciences shares in Q2 2026, an estimated $72.
Caris Life Sciences made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2289 holding.
MassMutual Private Wealth & Trust first reported a position in Caris Life Sciences in Q3 2025 and has held it in 3 quarters since.
MassMutual Private Wealth & Trust's Caris Life Sciences position peaked at $519 in Q1 2026.
44 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.