TD Asset Management
CAI

TD Asset Management’s Caris Life Sciences CAI Stock Holding History

TD Asset Management’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 		$6.76M Sell
379,388
-291,000
-43% -$5.21M 0.01% 747
2026
Q1 		$12M Sell
670,388
-103,464
-13% -$2.26M 0.01% 604
2025
Q4 		$20.9M Buy
773,852
+551,516
+248% +$15.5M 0.02% 502
2025
Q3 		$6.73M Buy
222,336
+22,512
+11% +$718K 0.01% 734
2025
Q2 		$5.34M Buy
+199,824
New +$5.39M ﹤0.01% 758

Other funds holding CAI

JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $27.2B AUM 43.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

TD Asset Management's CAI Position: Q2 2026 in Review

TD Asset Management reduced its Caris Life Sciences (CAI) stake by 43% in Q2 2026, selling an estimated $5.21M and leaving 379,388 shares worth $6.76M. The position accounts for 0.01% of the portfolio, ranked #747.

TD Asset Management first reported a position in CAI in Q2 2025 and has held it in 5 quarters since. The position peaked at $20.9M in Q4 2025. 164 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • TD Asset Management held 379,388 shares of Caris Life Sciences worth $6.76M as of Q2 2026.
  • TD Asset Management sold 291,000 Caris Life Sciences shares in Q2 2026, an estimated $5.21M.
  • Caris Life Sciences made up 0.01% of TD Asset Management's portfolio in Q2 2026, its #747 holding.
  • TD Asset Management first reported a position in Caris Life Sciences in Q2 2025 and has held it in 5 quarters since.
  • TD Asset Management's Caris Life Sciences position peaked at $20.9M in Q4 2025.
  • 164 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on TD Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.