WPA
CAI

Wealth Preservation Advisors’s Caris Life Sciences CAI Stock Holding History

Wealth Preservation Advisors’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
Q1 		$54 Buy
+3
New +$66 ﹤0.01% 974

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $326M AUM
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wealth Preservation Advisors's CAI Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in Caris Life Sciences (CAI) in Q1 2026: 3 shares worth $54. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings.

202 funds tracked by Wall St. Rank hold CAI as of Q1 2026.

  • Wealth Preservation Advisors held 3 shares of Caris Life Sciences worth $54 as of Q1 2026.
  • Caris Life Sciences was a new Wealth Preservation Advisors position in Q1 2026.
  • Caris Life Sciences made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #974 holding.
  • 202 funds tracked by Wall St. Rank held Caris Life Sciences as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.