OWP
CAI

ORG Wealth Partners’s Caris Life Sciences CAI Stock Holding History

ORG Wealth Partners’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 		$3.56K Hold
200
– – ﹤0.01% 606
2026
Q1 		$3.58K Hold
200
– – ﹤0.01% 568
2025
Q4 		$5.4K Hold
200
– – ﹤0.01% 516
2025
Q3 		$6.05K Hold
200
– – ﹤0.01% 512
2025
Q2 		$5.3K Buy
+200
New +$5.39K ﹤0.01% 547

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

ORG Wealth Partners's CAI Position: Q2 2026 in Review

ORG Wealth Partners held its Caris Life Sciences (CAI) position steady in Q2 2026 at 200 shares worth $3.56K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

ORG Wealth Partners first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.05K in Q3 2025. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • ORG Wealth Partners held 200 shares of Caris Life Sciences worth $3.56K as of Q2 2026.
  • ORG Wealth Partners left its Caris Life Sciences share count unchanged in Q2 2026.
  • Caris Life Sciences made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #606 holding.
  • ORG Wealth Partners first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Caris Life Sciences position peaked at $6.05K in Q3 2025.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.