Vise Technologies’s Caris Life Sciences CAI Stock Holding History

Vise Technologies’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	$296K	Buy	+9,664	New	+$217K	﹤0.01%	1712

Other funds holding CAI

Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Pembroke Management Montreal, Quebec, Canada $809M AUM 17.64% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

China Universal Asset Management Company Shanghai, China $1.92B AUM 74.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Vise Technologies's CAI Position: Q3 2026 in Review

Vise Technologies opened a new position in Caris Life Sciences (CAI) in Q3 2026: 9,664 shares worth $296K. The stake represents ﹤0.01% of the portfolio and ranks #1712 among its holdings.

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

Vise Technologies held 9,664 shares of Caris Life Sciences worth $296K as of Q3 2026.
Caris Life Sciences was a new Vise Technologies position in Q3 2026.
Caris Life Sciences made up ﹤0.01% of Vise Technologies's portfolio in Q3 2026, its #1712 holding.
95 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on Vise Technologies's 13F filing for Q3 2026, filed 29 Oct 2026.