RIL
CAI

Rothschild Investment LLC’s Caris Life Sciences CAI Stock Holding History

Rothschild Investment LLC’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.04K Buy
339
+320
+1,684% +$5.73K ﹤0.01% 2181
2026
Q1 		$340 Buy
19
+16
+533% +$350 ﹤0.01% 3212
2025
Q4 		$81 Buy
+3
New +$84 ﹤0.01% 3233

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return
PC
PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rothschild Investment LLC's CAI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Caris Life Sciences (CAI) stake by 1,684% in Q2 2026, buying an estimated $5.73K and bringing the position to 339 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

Rothschild Investment LLC first reported a position in CAI in Q4 2025 and has held it in 3 quarters since. 247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Rothschild Investment LLC held 339 shares of Caris Life Sciences worth $6.04K as of Q2 2026.
  • Rothschild Investment LLC bought 320 Caris Life Sciences shares in Q2 2026, an estimated $5.73K.
  • Caris Life Sciences made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2181 holding.
  • Rothschild Investment LLC first reported a position in Caris Life Sciences in Q4 2025 and has held it in 3 quarters since.
  • 247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.