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 Q3	$28.6K	Sell	13,447 -77,034	-85%	-$199K	﹤0.01%	4091
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

Johnson & Johnson New Brunswick, New Jersey $762M AUM 69.66% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Parametrica Management Wanchai, Hong Kong $142M AUM 113.92% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Northern Lights Advisors Seattle, Washington $192M AUM 14.28% 1-Year Est. Return

Owl Creek Wealth Partners Denver, Colorado $355M AUM

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Physician Wealth Advisors Midvale, Utah $869M AUM 17.6% 1-Year Est. Return

Wealth Enhancement Advisory Services's FATE Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Fate Therapeutics (FATE) stake by 85% in Q3 2026, selling an estimated $199K and leaving 13,447 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4091.

Wealth Enhancement Advisory Services first reported a position in FATE in Q1 2025 and has held it in 7 quarters since. The position peaked at $248K in Q2 2026. 20 funds tracked by Wall St. Rank hold FATE as of Q3 2026.

Wealth Enhancement Advisory Services held 13,447 shares of Fate Therapeutics worth $28.6K as of Q3 2026.
Wealth Enhancement Advisory Services sold 77,034 Fate Therapeutics shares in Q3 2026, an estimated $199K.
Fate Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #4091 holding.
Wealth Enhancement Advisory Services first reported a position in Fate Therapeutics in Q1 2025 and has held it in 7 quarters since.
Wealth Enhancement Advisory Services's Fate Therapeutics position peaked at $248K in Q2 2026.
20 funds tracked by Wall St. Rank held Fate Therapeutics as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.