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

Axxcess 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 		$770K Buy
14,114
+40
+0.3% +$2.11K 0.01% 594
2026
Q1 		$669K Buy
14,074
+1,052
+8% +$55.5K 0.02% 275
2025
Q4 		$683K Buy
13,022
+764
+6% +$45.8K 0.01% 605
2025
Q3 		$794K Buy
12,258
+708
+6% +$40.6K 0.02% 498
2025
Q2 		$562K Buy
11,550
+1,241
+12% +$48K 0.01% 560
2025
Q1 		$351K Buy
10,309
+393
+4% +$16.7K 0.01% 638
2024
Q4 		$390K Sell
9,916
-355
-3% -$16.8K 0.01% 604
2024
Q3 		$483K Buy
10,271
+330
+3% +$16.7K 0.01% 556
2024
Q2 		$537K Sell
9,941
-4
-0% -$231 0.01% 511
2024
Q1 		$678K Buy
9,945
+905
+10% +$64.8K 0.02% 465
2023
Q4 		$566K Buy
9,040
+1,259
+16% +$69.6K 0.02% 482
2023
Q3 		$353K Sell
7,781
-1,122
-13% -$57.9K 0.01% 560
2023
Q2 		$500K Sell
8,903
-977
-10% -$55.4K 0.04% 351
2023
Q1 		$447K Buy
9,880
+546
+6% +$26.5K 0.03% 398
2022
Q4 		$379K Sell
9,334
-2,815
-23% -$149K 0.03% 406
2022
Q3 		$794K Sell
12,149
-1,929
-14% -$140K 0.08% 227
2022
Q2 		$856K Buy
14,078
+1,159
+9% +$68.1K 0.08% 214
2022
Q1 		$811K Sell
12,919
-3,068
-19% -$193K 0.06% 258
2021
Q4 		$1.21M Buy
+15,987
New +$1.4M 0.09% 182

Other funds holding CRSP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCIA
Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

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

Axxcess Wealth Management increased its CRISPR Therapeutics (CRSP) stake by 0.28% in Q2 2026, buying an estimated $2.11K and bringing the position to 14,114 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #594.

Axxcess Wealth Management first reported a position in CRSP in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2021. 189 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Axxcess Wealth Management held 14,114 shares of CRISPR Therapeutics worth $770K as of Q2 2026.
  • Axxcess Wealth Management bought 40 CRISPR Therapeutics shares in Q2 2026, an estimated $2.11K.
  • CRISPR Therapeutics made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #594 holding.
  • Axxcess Wealth Management first reported a position in CRISPR Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's CRISPR Therapeutics position peaked at $1.21M in Q4 2021.
  • 189 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.