FATE β€” FATE THERAPEUTICS INC

Ownership history in FPC INVESTMENT ADVISORY, INC.  Β·  5 quarters on record

AI Ownership Summary

FPC INVESTMENT ADVISORY, INC. reported FATE THERAPEUTICS INC (FATE) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2024 Q4. The latest visible filing shows FATE at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FATE ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was FPC INVESTMENT ADVISORY, INC.'s position in FATE THERAPEUTICS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

FATE was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How FPC INVESTMENT ADVISORY, INC. held FATE β€” position size vs. price
% of Fund (quarterly)    FATE price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED 26,456 β€” 0% 0.01% $26K 2026-02-14 (Est.) $1.25
2025 Q3 UNCHANGED 26,456 β€” 0% 0.02% $33K 2025-10-31 $1.35
2025 Q2 UNCHANGED 26,456 β€” 0% 0.02% $31K 2025-08-13 $1.13
2025 Q1 UNCHANGED 26,456 β€” 0% 0.02% $31K 2025-05-06 $0.96
2024 Q4 INITIATED 26,456 β€” β€” 0.03% $34K 2025-02-04 $1.31

FAQ About FPC INVESTMENT ADVISORY, INC. and FATE

These are the practical questions this page is built to answer before you even open the full history table.

How long has FPC INVESTMENT ADVISORY, INC. reported owning FATE?

FPC INVESTMENT ADVISORY, INC. reported FATE across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported FATE position in FPC INVESTMENT ADVISORY, INC.'s portfolio?

The largest reported portfolio weight for FATE was 0.03% in 2024 Q4.

What is the latest reported FATE position on this page?

The most recent filing on this page is 2025 Q4, when FPC INVESTMENT ADVISORY, INC. reported 26,456 shares, equal to 0.01% of portfolio, with an estimated market value of $26K.

What does the chart on this FATE ownership page compare?

The chart compares FPC INVESTMENT ADVISORY, INC.'s quarterly FATE portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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