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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
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

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JHC
Jones Hill Capital New York $466M AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Moneta Group Investment Advisors's CAPR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Capricor Therapeutics (CAPR) stake by 27% in Q1 2026, buying an estimated $53.5K and bringing the position to 9,399 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Moneta Group Investment Advisors first reported a position in CAPR in Q4 2024 and has held it in 6 quarters since. 177 funds tracked by Wall St. Rank hold CAPR as of Q1 2026.

  • Moneta Group Investment Advisors held 9,399 shares of Capricor Therapeutics worth $286K as of Q1 2026.
  • Moneta Group Investment Advisors bought 2,008 Capricor Therapeutics shares in Q1 2026, an estimated $53.5K.
  • Capricor Therapeutics made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #640 holding.
  • Moneta Group Investment Advisors first reported a position in Capricor Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • 177 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.