Wealth Enhancement Advisory Services
FATE icon

Wealth Enhancement Advisory Services’s Fate Therapeutics FATE Stock Holding History

Wealth Enhancement Advisory Services’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 		$248K Buy
90,481
+18,990
+27% +$35.1K ﹤0.01% 3389
2026
Q1 		$87.2K Buy
71,491
+36,566
+105% +$44.5K ﹤0.01% 3342
2025
Q4 		$35.3K Sell
34,925
-3,818
-10% -$4.58K ﹤0.01% 3547
2025
Q3 		$53.9K Buy
38,743
+3,396
+10% +$3.66K ﹤0.01% 3417
2025
Q2 		$39.6K Buy
35,347
+5,438
+18% +$6.32K ﹤0.01% 3248
2025
Q1 		$23.6K Buy
+29,909
New +$36.7K ﹤0.01% 2908

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wealth Enhancement Advisory Services increased its Fate Therapeutics (FATE) stake by 27% in Q2 2026, buying an estimated $35.1K and bringing the position to 90,481 shares worth $248K. The position accounts for ﹤0.01% of the portfolio, ranked #3389.

Wealth Enhancement Advisory Services first reported a position in FATE in Q1 2025 and has held it in 6 quarters since. 156 funds tracked by Wall St. Rank hold FATE as of Q2 2026.

  • Wealth Enhancement Advisory Services held 90,481 shares of Fate Therapeutics worth $248K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 18,990 Fate Therapeutics shares in Q2 2026, an estimated $35.1K.
  • Fate Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3389 holding.
  • Wealth Enhancement Advisory Services first reported a position in Fate Therapeutics in Q1 2025 and has held it in 6 quarters since.
  • 156 funds tracked by Wall St. Rank held Fate Therapeutics as of Q2 2026.

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