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True Wealth Design’s Fate Therapeutics FATE Stock Holding History

True Wealth Design’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67K Buy
989
+414
+72% +$766 ﹤0.01% 1572
2026
Q1 		$690 Buy
575
+295
+105% +$359 ﹤0.01% 1935
2025
Q4 		$276 Sell
280
-165
-37% -$198 ﹤0.01% 2145
2025
Q3 		$561 Sell
445
-117
-21% -$126 ﹤0.01% 1972
2025
Q2 		$630 Sell
562
-359
-39% -$417 ﹤0.01% 1644
2025
Q1 		$728 Buy
+921
New +$1.13K ﹤0.01% 1396

Other funds holding FATE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
WP
Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HNB
Hilltop National Bank Casper, Wyoming $468M AUM 36.09% 1-Year Est. Return

True Wealth Design's FATE Position: Q2 2026 in Review

True Wealth Design increased its Fate Therapeutics (FATE) stake by 72% in Q2 2026, buying an estimated $766 and bringing the position to 989 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1572.

True Wealth Design first reported a position in FATE in Q1 2025 and has held it in 6 quarters since. 10 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • True Wealth Design held 989 shares of Fate Therapeutics worth $2.67K as of Q2 2026.
  • True Wealth Design bought 414 Fate Therapeutics shares in Q2 2026, an estimated $766.
  • Fate Therapeutics made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1572 holding.
  • True Wealth Design first reported a position in Fate Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 10 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.