Sumitomo Mitsui Trust Group’s Caris Life Sciences CAI Stock Holding History

Sumitomo Mitsui Trust Group’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	$978K	Sell	54,890 -1,854	-3%	-$33.2K	﹤0.01%	887
2026 Q1	$1.01M	Sell	56,744 -18,586	-25%	-$406K	﹤0.01%	855
2025 Q4	$2.03M	Buy	75,330 +15,778	+26%	+$444K	﹤0.01%	792
2025 Q3	$1.8M	Buy	59,552 +47,371	+389%	+$1.51M	﹤0.01%	807
2025 Q2	$325K	Buy	+12,181	New	+$328K	﹤0.01%	982

Other funds holding CAI

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sumitomo Mitsui Trust Group's CAI Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group reduced its Caris Life Sciences (CAI) stake by 3.3% in Q2 2026, selling an estimated $33.2K and leaving 54,890 shares worth $978K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Sumitomo Mitsui Trust Group first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.03M in Q4 2025. 45 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

Sumitomo Mitsui Trust Group held 54,890 shares of Caris Life Sciences worth $978K as of Q2 2026.
Sumitomo Mitsui Trust Group sold 1,854 Caris Life Sciences shares in Q2 2026, an estimated $33.2K.
Caris Life Sciences made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #887 holding.
Sumitomo Mitsui Trust Group first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
Sumitomo Mitsui Trust Group's Caris Life Sciences position peaked at $2.03M in Q4 2025.
45 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.