True Wealth Design
CAI icon

True Wealth Design’s Caris Life Sciences CAI Stock Holding History

True Wealth Design’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
Q3 		$24.8K Buy
+810
New +$18.2K 0.01% 747

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
Zevenbergen Capital Investments
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

True Wealth Design's CAI Position: Q3 2026 in Review

True Wealth Design opened a new position in Caris Life Sciences (CAI) in Q3 2026: 810 shares worth $24.8K. The stake represents 0.01% of the portfolio and ranks #747 among its holdings.

166 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • True Wealth Design held 810 shares of Caris Life Sciences worth $24.8K as of Q3 2026.
  • Caris Life Sciences was a new True Wealth Design position in Q3 2026.
  • Caris Life Sciences made up 0.01% of True Wealth Design's portfolio in Q3 2026, its #747 holding.
  • 166 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.