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Caris Life Sciences shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Caris Life Sciences (CAI) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors investment in Caris Life Sciences

Tip: Access up to 7 years of quarterly data

All positions including Caris Life Sciences held by Moneta Group Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Caris Life Sciences by Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $306k 17k 17.82

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)

View all positions for Moneta Group Investment Advisors

Top funds holding Caris Life Sciences

FMR
J. H. Whitney Equity Partners VI
Coatue Management
Braidwell
PointState Capital
Jpmorgan Chase & Co
BlackRock
Vanguard Portfolio Management
T. Rowe Price Associates
Vanguard Capital Management
Thomas Stevens, CFA"
Neuberger Berman Group
OrbiMed Advisors
Bnp Paribas Arbitrage, Snc
Millennium Management

View all funds holding Caris Life Sciences