Wealth Enhancement Advisory Services’s Caris Life Sciences CAI Stock Holding History

Wealth Enhancement Advisory Services’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	$430K	Buy	+25,333	New	+$453K	﹤0.01%	2836

Other funds holding CAI

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JHWEPV

J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

PointState Capital New York $7.82B AUM 43.51% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wealth Enhancement Advisory Services's CAI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services opened a new position in Caris Life Sciences (CAI) in Q2 2026: 25,333 shares worth $430K. The stake represents ﹤0.01% of the portfolio and ranks #2836 among its holdings.

247 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

Wealth Enhancement Advisory Services held 25,333 shares of Caris Life Sciences worth $430K as of Q2 2026.
Caris Life Sciences was a new Wealth Enhancement Advisory Services position in Q2 2026.
Caris Life Sciences made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2836 holding.
247 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.