Physician Wealth Advisors
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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
Q3 		$3.24K Hold
1,366
– – ﹤0.01% 1322
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 		$1.08K 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

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Johnson & Johnson
Johnson & Johnson New Brunswick, New Jersey $762M AUM 69.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Privium Fund Management
Privium Fund Management Amsterdam, Netherlands $516M AUM 18.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Arete Wealth Advisors
Arete Wealth Advisors Chicago, Illinois $1.58B AUM 24.44% 1-Year Est. Return

Physician Wealth Advisors's FATE Position: Q3 2026 in Review

Physician Wealth Advisors held its Fate Therapeutics (FATE) position steady in Q3 2026 at 1,366 shares worth $3.24K. The position accounts for ﹤0.01% of the portfolio, ranked #1322.

Physician Wealth Advisors first reported a position in FATE in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.69K in Q2 2026. 45 funds tracked by Wall St. Rank hold FATE as of Q3 2026.

  • Physician Wealth Advisors held 1,366 shares of Fate Therapeutics worth $3.24K as of Q3 2026.
  • Physician Wealth Advisors left its Fate Therapeutics share count unchanged in Q3 2026.
  • Fate Therapeutics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q3 2026, its #1322 holding.
  • Physician Wealth Advisors first reported a position in Fate Therapeutics in Q1 2025 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Fate Therapeutics position peaked at $3.69K in Q2 2026.
  • 45 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.