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BOLTON SECURITIES CORPORATION’s Caris Life Sciences CAI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$291K Sell
9,500
-800
-8% -$18K 0.01% 763
2026
Q2 		$184K Buy
10,300
+2,500
+32% +$44.7K 0.01% 924
2026
Q1 		$139K Buy
+7,800
New +$170K 0.01% 919
2025
Q3 		$189K Buy
+6,259
New +$200K 0.01% 760

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return
Los Angeles Capital Management
Los Angeles Capital Management Los Angeles, California $29.2B AUM 33.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
J. H. Whitney Equity Partners VI
J. H. Whitney Equity Partners VI New Canaan, Connecticut $53.6M AUM 1.26% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CAI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Caris Life Sciences (CAI) stake by 7.8% in Q3 2026, selling an estimated $18K and leaving 9,500 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #763.

BOLTON SECURITIES CORPORATION first reported a position in CAI in Q3 2025 and has held it in 4 quarters since. 196 funds tracked by Wall St. Rank hold CAI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 9,500 shares of Caris Life Sciences worth $291K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 800 Caris Life Sciences shares in Q3 2026, an estimated $18K.
  • Caris Life Sciences made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #763 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Caris Life Sciences in Q3 2025 and has held it in 4 quarters since.
  • 196 funds tracked by Wall St. Rank held Caris Life Sciences as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.