AWM
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Abound Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Abound Wealth Management’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Hold
0
– – – 586
2026
Q1 		– Hold
0
– – – 738
2025
Q4 		– Hold
0
– – – 658

Other funds holding CRSP

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Abound Wealth Management's CRSP Position: Q2 2026 in Review

Abound Wealth Management held its CRISPR Therapeutics (CRSP) position steady in Q2 2026 at 125 shares worth $6.82K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Abound Wealth Management first reported a position in CRSP in Q3 2022 and has held it in 16 quarters since. The position peaked at $9.75K in Q1 2024. 54 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Abound Wealth Management held 125 shares of CRISPR Therapeutics worth $6.82K as of Q2 2026.
  • Abound Wealth Management left its CRISPR Therapeutics share count unchanged in Q2 2026.
  • CRISPR Therapeutics made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #543 holding.
  • Abound Wealth Management first reported a position in CRISPR Therapeutics in Q3 2022 and has held it in 16 quarters since.
  • Abound Wealth Management's CRISPR Therapeutics position peaked at $9.75K in Q1 2024.
  • 54 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.