Rise Advisors’s Fate Therapeutics FATE Stock Holding History

Rise 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
2025 Q4	–	Sell	-633	Closed	-$798	–	564
2025 Q3	$798	Hold	633	–	–	﹤0.01%	1309
2025 Q2	$709	Buy	+633	New	+$736	﹤0.01%	1342

Other funds holding FATE

Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

VPC

Vestal Point Capital New York $4.28B AUM 239% 1-Year Est. Return

Rise Advisors's FATE Position: Q4 2025 in Review

Rise Advisors sold out of Fate Therapeutics (FATE) in Q4 2025, closing a stake of 633 shares — an estimated $798 sold.

Rise Advisors first reported a position in FATE in Q2 2025 and held it in 2 quarters. The position peaked at $798 in Q3 2025. 146 funds tracked by Wall St. Rank hold FATE as of Q4 2025.

Rise Advisors reported no remaining Fate Therapeutics position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 633 Fate Therapeutics shares in Q4 2025, an estimated $798.
Rise Advisors first reported a position in Fate Therapeutics in Q2 2025 and held it in 2 quarters.
Rise Advisors's Fate Therapeutics position peaked at $798 in Q3 2025.
146 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.