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Axxcess Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Axxcess Wealth Management’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
Q2 		$384K Hold
22,707
– – 0.01% 790
2026
Q1 		$291K Buy
22,707
+1,308
+6% +$16.7K 0.01% 338
2025
Q4 		$192K Buy
21,399
+3,583
+20% +$49.3K ﹤0.01% 999
2025
Q3 		$308K Buy
17,816
+1,839
+12% +$22.6K 0.01% 751
2025
Q2 		$150K Buy
15,977
+247
+2% +$2.03K ﹤0.01% 857
2025
Q1 		$112K Sell
15,730
-1,072
-6% -$10.8K ﹤0.01% 832
2024
Q4 		$196K Sell
16,802
-3,413
-17% -$53.3K ﹤0.01% 822
2024
Q3 		$415K Buy
20,215
+1,044
+5% +$24.1K 0.01% 597
2024
Q2 		$429K Buy
19,171
+2,569
+15% +$61.2K 0.01% 559
2024
Q1 		$457K Buy
16,602
+1,010
+6% +$28.1K 0.01% 558
2023
Q4 		$475K Buy
15,592
+594
+4% +$17.1K 0.01% 528
2023
Q3 		$474K Sell
14,998
-293
-2% -$11.4K 0.02% 490
2023
Q2 		$624K Buy
15,291
+439
+3% +$17.8K 0.05% 299
2023
Q1 		$554K Buy
14,852
+678
+5% +$26.6K 0.04% 354
2022
Q4 		$495K Sell
14,174
-3,928
-22% -$187K 0.04% 360
2022
Q3 		$1.01M Sell
18,102
-1,183
-6% -$73.4K 0.1% 189
2022
Q2 		$998K Sell
19,285
-77
-0.4% -$3.91K 0.09% 188
2022
Q1 		$1.41M Sell
19,362
-4,739
-20% -$402K 0.11% 156
2021
Q4 		$2.85M Buy
+24,101
New +$3.02M 0.21% 89

Other funds holding NTLA

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
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

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

Axxcess Wealth Management held its Intellia Therapeutics (NTLA) position steady in Q2 2026 at 22,707 shares worth $384K. The position accounts for 0.01% of the portfolio, ranked #790.

Axxcess Wealth Management first reported a position in NTLA in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.85M in Q4 2021. 92 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Axxcess Wealth Management held 22,707 shares of Intellia Therapeutics worth $384K as of Q2 2026.
  • Axxcess Wealth Management left its Intellia Therapeutics share count unchanged in Q2 2026.
  • Intellia Therapeutics made up 0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #790 holding.
  • Axxcess Wealth Management first reported a position in Intellia Therapeutics in Q4 2021 and has held it in 19 quarters since.
  • Axxcess Wealth Management's Intellia Therapeutics position peaked at $2.85M in Q4 2021.
  • 92 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

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