PFM Health Sciences’s Cullinan Oncology CGEM Stock Holding History

PFM Health Sciences’s Portfolio CGEM Stock Details CGEM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.5M	Sell	192,442 -34,964	-15%	-$519K	0.3%	78
2026 Q1	$3.23M	Buy	227,406 +403	+0.2%	+$5.18K	0.29%	73
2025 Q4	$2.35M	Buy	+227,003	New	+$2.05M	0.23%	67
2024 Q4	–	Sell	-182,810	Closed	-$3.06M	–	89
2024 Q3	$3.06M	Sell	182,810 -113,226	-38%	-$2.01M	0.17%	59
2024 Q2	$5.16M	Buy	296,036 +40,069	+16%	+$853K	0.26%	59
2024 Q1	$4.36M	Buy	+255,967	New	+$3.96M	0.21%	71

Other funds holding CGEM

MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

LCM

Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return

BVF Inc San Francisco, California $3.91B AUM 304.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return

Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return

PFM Health Sciences's CGEM Position: Q2 2026 in Review

PFM Health Sciences reduced its Cullinan Oncology (CGEM) stake by 15% in Q2 2026, selling an estimated $519K and leaving 192,442 shares worth $3.5M. The position accounts for 0.3% of the portfolio, ranked #78.

PFM Health Sciences first reported a position in CGEM in Q1 2024 and has held it in 6 quarters since. The position peaked at $5.16M in Q2 2024. 184 funds tracked by Wall St. Rank hold CGEM as of Q2 2026.

PFM Health Sciences held 192,442 shares of Cullinan Oncology worth $3.5M as of Q2 2026.
PFM Health Sciences sold 34,964 Cullinan Oncology shares in Q2 2026, an estimated $519K.
Cullinan Oncology made up 0.3% of PFM Health Sciences's portfolio in Q2 2026, its #78 holding.
PFM Health Sciences first reported a position in Cullinan Oncology in Q1 2024 and has held it in 6 quarters since.
PFM Health Sciences's Cullinan Oncology position peaked at $5.16M in Q2 2024.
184 funds tracked by Wall St. Rank held Cullinan Oncology as of Q2 2026.

Based on PFM Health Sciences's 13F filing for Q2 2026, filed 14 Aug 2026.