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Twin Peaks Wealth Advisors’s Fate Therapeutics FATE Stock Holding History

Twin Peaks Wealth Advisors’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
Q1 		$240 Buy
+200
New +$244 ﹤0.01% 2148
2025
Q3 		– Sell
-200
Closed -$187 – 806
2025
Q2 		$187 Buy
+200
New +$232 ﹤0.01% 2043

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $652M AUM 198.07% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Twin Peaks Wealth Advisors's FATE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Fate Therapeutics (FATE) in Q1 2026: 200 shares worth $240. The stake represents ﹤0.01% of the portfolio and ranks #2148 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in FATE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in FATE in Q2 2025 and has held it in 2 quarters since. 157 funds tracked by Wall St. Rank hold FATE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 200 shares of Fate Therapeutics worth $240 as of Q1 2026.
  • Fate Therapeutics was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Fate Therapeutics made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2148 holding.
  • Twin Peaks Wealth Advisors first reported a position in Fate Therapeutics in Q2 2025 and has held it in 2 quarters since.
  • 157 funds tracked by Wall St. Rank held Fate Therapeutics as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.