Avion Wealth’s Intellia Therapeutics NTLA Stock Holding History

Avion Wealth’s Portfolio NTLA Stock Details NTLA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1K	Hold	149	–	–	﹤0.01%	1279
2026 Q2	$2K	Hold	149	–	–	﹤0.01%	1099
2026 Q1	$1K	Hold	149	–	–	﹤0.01%	1095
2025 Q4	$1K	Hold	149	–	–	﹤0.01%	1087
2025 Q3	$2K	Hold	149	–	–	﹤0.01%	885
2025 Q2	$1K	Buy	149 +107	+255%	+$879	﹤0.01%	1022
2025 Q1	$0	Buy	+42	New	+$424	﹤0.01%	1255
2024 Q4	–	Sell	-23	Closed	–	–	1197
2024 Q3	$0	Buy	23 +4	+21%	+$92	﹤0.01%	1234
2024 Q2	$0	Buy	+19	New	+$452	﹤0.01%	1158
2023 Q4	–	Sell	-13	Closed	–	–	1258
2023 Q3	$0	Buy	+13	New	+$504	﹤0.01%	1077

Other funds holding NTLA

Regeneron Pharmaceuticals Tarrytown, New York $180M AUM 18.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Avion Wealth's NTLA Position: Q3 2026 in Review

Avion Wealth held its Intellia Therapeutics (NTLA) position steady in Q3 2026 at 149 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

Avion Wealth first reported a position in NTLA in Q3 2023 and has held it in 10 quarters since. The position peaked at $2K in Q2 2026. 131 funds tracked by Wall St. Rank hold NTLA as of Q3 2026.

Avion Wealth held 149 shares of Intellia Therapeutics worth $1K as of Q3 2026.
Avion Wealth left its Intellia Therapeutics share count unchanged in Q3 2026.
Intellia Therapeutics made up ﹤0.01% of Avion Wealth's portfolio in Q3 2026, its #1279 holding.
Avion Wealth first reported a position in Intellia Therapeutics in Q3 2023 and has held it in 10 quarters since.
Avion Wealth's Intellia Therapeutics position peaked at $2K in Q2 2026.
131 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2026.

Based on Avion Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.