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Olistico Wealth’s Caris Life Sciences CAI Stock Holding History

Olistico Wealth’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
Q3 		$43.6K Hold
1,423
– – 0.02% 169
2026
Q2 		$25.4K Hold
1,423
– – 0.01% 200
2026
Q1 		$25.4K Buy
1,423
+271
+24% +$5.92K 0.01% 198
2025
Q4 		$31.1K Buy
+1,152
New +$32.4K 0.02% 187
2025
Q3 		– Sell
-1,032
Closed -$27.6K – 364
2025
Q2 		$27.6K Buy
+1,032
New +$27.8K 0.02% 206

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
WWM
Whalen Wealth Management Las Vegas, Nevada $234M AUM 28.06% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Olistico Wealth's CAI Position: Q3 2026 in Review

Olistico Wealth held its Caris Life Sciences (CAI) position steady in Q3 2026 at 1,423 shares worth $43.6K. The position accounts for 0.02% of the portfolio, ranked #169.

Olistico Wealth first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. 17 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • Olistico Wealth held 1,423 shares of Caris Life Sciences worth $43.6K as of Q3 2026.
  • Olistico Wealth left its Caris Life Sciences share count unchanged in Q3 2026.
  • Caris Life Sciences made up 0.02% of Olistico Wealth's portfolio in Q3 2026, its #169 holding.
  • Olistico Wealth first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • 17 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Olistico Wealth's 13F filing for Q3 2026, filed 5 Oct 2026.