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Root Financial Partners’s Fate Therapeutics FATE Stock Holding History

Root Financial Partners’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 		– Sell
-365
Closed -$438 – 1319
2026
Q1 		$438 Buy
+365
New +$444 ﹤0.01% 2910

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AHL
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MFG
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PPW
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KF
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NCM
Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return
NAM
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HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Root Financial Partners's FATE Position: Q2 2026 in Review

Root Financial Partners sold out of Fate Therapeutics (FATE) in Q2 2026, closing a stake of 365 shares — an estimated $438 sold.

Root Financial Partners first reported a position in FATE in Q1 2026 and held it in 1 quarter. The position peaked at $438 in Q1 2026. 26 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Root Financial Partners reported no remaining Fate Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 365 Fate Therapeutics shares in Q2 2026, an estimated $438.
  • Root Financial Partners first reported a position in Fate Therapeutics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Fate Therapeutics position peaked at $438 in Q1 2026.
  • 26 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.