SAG
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SageView Advisory Group’s Capricor Therapeutics CAPR Stock Holding History

SageView Advisory Group’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-20
Closed -$578 – 868
2025
Q4 		$578 Buy
+20
New +$261 ﹤0.01% 2434

Other funds holding CAPR

SCM
Suvretta Capital Management New York $5.47B AUM 131.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JHC
Jones Hill Capital New York $470M AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

SageView Advisory Group's CAPR Position: Q1 2026 in Review

SageView Advisory Group sold out of Capricor Therapeutics (CAPR) in Q1 2026, closing a stake of 20 shares — an estimated $578 sold.

SageView Advisory Group first reported a position in CAPR in Q4 2025 and held it in 1 quarter. The position peaked at $578 in Q4 2025. 177 funds tracked by Wall St. Rank hold CAPR as of Q1 2026.

  • SageView Advisory Group reported no remaining Capricor Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 20 Capricor Therapeutics shares in Q1 2026, an estimated $578.
  • SageView Advisory Group first reported a position in Capricor Therapeutics in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Capricor Therapeutics position peaked at $578 in Q4 2025.
  • 177 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.