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Ballentine Partners’s Intellia Therapeutics NTLA Stock Holding History

Ballentine Partners’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 		$271K Sell
16,031
-225
-1% -$3.15K ﹤0.01% 847
2026
Q1 		$208K Buy
16,256
+245
+2% +$3.12K ﹤0.01% 923
2025
Q4 		$144K Sell
16,011
-1,109
-6% -$15.3K ﹤0.01% 952
2025
Q3 		$296K Hold
17,120
– – ﹤0.01% 720
2025
Q2 		$161K Buy
+17,120
New +$141K ﹤0.01% 905

Other funds holding NTLA

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
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Ballentine Partners's NTLA Position: Q2 2026 in Review

Ballentine Partners reduced its Intellia Therapeutics (NTLA) stake by 1.4% in Q2 2026, selling an estimated $3.15K and leaving 16,031 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #847.

Ballentine Partners first reported a position in NTLA in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q3 2025. 23 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Ballentine Partners held 16,031 shares of Intellia Therapeutics worth $271K as of Q2 2026.
  • Ballentine Partners sold 225 Intellia Therapeutics shares in Q2 2026, an estimated $3.15K.
  • Intellia Therapeutics made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #847 holding.
  • Ballentine Partners first reported a position in Intellia Therapeutics in Q2 2025 and has held it in 5 quarters since.
  • Ballentine Partners's Intellia Therapeutics position peaked at $296K in Q3 2025.
  • 23 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.