Sumitomo Mitsui Trust Group
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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

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

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. 247 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.
  • 247 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.