PWM
CAI

Perigon Wealth Management’s Caris Life Sciences CAI Stock Holding History

Perigon Wealth Management’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 		$438K Buy
24,576
+11,076
+82% +$198K 0.01% 955
2026
Q1 		$241K Buy
+13,500
New +$295K ﹤0.01% 1117

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

Perigon Wealth Management's CAI Position: Q2 2026 in Review

Perigon Wealth Management increased its Caris Life Sciences (CAI) stake by 82% in Q2 2026, buying an estimated $198K and bringing the position to 24,576 shares worth $438K. The position accounts for 0.01% of the portfolio, ranked #955.

Perigon Wealth Management first reported a position in CAI in Q1 2026 and has held it in 2 quarters since. 246 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Perigon Wealth Management held 24,576 shares of Caris Life Sciences worth $438K as of Q2 2026.
  • Perigon Wealth Management bought 11,076 Caris Life Sciences shares in Q2 2026, an estimated $198K.
  • Caris Life Sciences made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #955 holding.
  • Perigon Wealth Management first reported a position in Caris Life Sciences in Q1 2026 and has held it in 2 quarters since.
  • 246 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.