WPC
CAI

Wedmont Private Capital’s Caris Life Sciences CAI Stock Holding History

Wedmont Private Capital’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 		– Sell
-10,715
Closed -$209K – 984
2026
Q1 		$209K Buy
+10,715
New +$234K 0.01% 801

Other funds holding CAI

ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wedmont Private Capital's CAI Position: Q2 2026 in Review

Wedmont Private Capital sold out of Caris Life Sciences (CAI) in Q2 2026, closing a stake of 10,715 shares — an estimated $209K sold.

Wedmont Private Capital first reported a position in CAI in Q1 2026 and held it in 1 quarter. The position peaked at $209K in Q1 2026. 44 funds tracked by Wall St. Rank hold CAI as of Q2 2026.

  • Wedmont Private Capital reported no remaining Caris Life Sciences position as of Q2 2026 after selling out during the quarter.
  • Wedmont Private Capital sold 10,715 Caris Life Sciences shares in Q2 2026, an estimated $209K.
  • Wedmont Private Capital first reported a position in Caris Life Sciences in Q1 2026 and held it in 1 quarter.
  • Wedmont Private Capital's Caris Life Sciences position peaked at $209K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Caris Life Sciences as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.