Moneta Group Investment Advisors’s Capricor Therapeutics CAPR Stock Holding History

Moneta Group Investment Advisors’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	$226K	Hold	9,399	–	–	﹤0.01%	792
2026 Q1	$286K	Buy	9,399 +2,008	+27%	+$53.5K	﹤0.01%	640
2025 Q4	$213K	Sell	7,391 -27,063	-79%	-$353K	﹤0.01%	760
2025 Q3	$248K	Buy	34,454 +7,000	+25%	+$51.5K	﹤0.01%	681
2025 Q2	$273K	Buy	27,454 +2,694	+11%	+$28.5K	﹤0.01%	587
2025 Q1	$235K	Buy	24,760 +13,814	+126%	+$192K	﹤0.01%	583
2024 Q4	$151K	Buy	+10,946	New	+$192K	﹤0.01%	644

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

Moneta Group Investment Advisors's CAPR Position: Q2 2026 in Review

Moneta Group Investment Advisors held its Capricor Therapeutics (CAPR) position steady in Q2 2026 at 9,399 shares worth $226K. The position accounts for ﹤0.01% of the portfolio, ranked #792.

Moneta Group Investment Advisors first reported a position in CAPR in Q4 2024 and has held it in 7 quarters since. The position peaked at $286K in Q1 2026. 169 funds tracked by Wall St. Rank hold CAPR as of Q2 2026.

Moneta Group Investment Advisors held 9,399 shares of Capricor Therapeutics worth $226K as of Q2 2026.
Moneta Group Investment Advisors left its Capricor Therapeutics share count unchanged in Q2 2026.
Capricor Therapeutics made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #792 holding.
Moneta Group Investment Advisors first reported a position in Capricor Therapeutics in Q4 2024 and has held it in 7 quarters since.
Moneta Group Investment Advisors's Capricor Therapeutics position peaked at $286K in Q1 2026.
169 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.