Physician Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

Physician Wealth Advisors’s Portfolio FATE Stock Details FATE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.69K	Buy	1,366 +272	+25%	+$503	﹤0.01%	1233
2026 Q1	$1.31K	Hold	1,094	–	–	﹤0.01%	1533
2025 Q4	$1.07K	Hold	1,094	–	–	﹤0.01%	1584
2025 Q3	$1.38K	Hold	1,094	–	–	﹤0.01%	1398
2025 Q2	$1.23K	Hold	1,094	–	–	﹤0.01%	1263
2025 Q1	$865	Buy	+1,094	New	+$1.34K	﹤0.01%	1186

Other funds holding FATE

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Theory Financial Fort Collins, Colorado $317M AUM 21.14% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

Physician Wealth Advisors's FATE Position: Q2 2026 in Review

Physician Wealth Advisors increased its Fate Therapeutics (FATE) stake by 25% in Q2 2026, buying an estimated $503 and bringing the position to 1,366 shares worth $3.69K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

Physician Wealth Advisors first reported a position in FATE in Q1 2025 and has held it in 6 quarters since. 29 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

Physician Wealth Advisors held 1,366 shares of Fate Therapeutics worth $3.69K as of Q2 2026.
Physician Wealth Advisors bought 272 Fate Therapeutics shares in Q2 2026, an estimated $503.
Fate Therapeutics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1233 holding.
Physician Wealth Advisors first reported a position in Fate Therapeutics in Q1 2025 and has held it in 6 quarters since.
29 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.