Caldwell Trust’s CRISPR Therapeutics CRSP Stock Holding History

Caldwell Trust’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 Q3	$5.53K	Hold	100	–	–	﹤0.01%	725
2026 Q2	$5.45K	Hold	100	–	–	﹤0.01%	720
2026 Q1	$4.76K	Hold	100	–	–	﹤0.01%	718
2025 Q4	$5.24K	Hold	100	–	–	﹤0.01%	694
2025 Q3	$6.48K	Hold	100	–	–	﹤0.01%	677
2025 Q2	$4.86K	Hold	100	–	–	﹤0.01%	693
2025 Q1	$3.4K	Hold	100	–	–	﹤0.01%	708
2024 Q4	$3.94K	Hold	100	–	–	﹤0.01%	666
2024 Q3	$4.7K	Hold	100	–	–	﹤0.01%	657
2024 Q2	$5.4K	Hold	100	–	–	﹤0.01%	649
2024 Q1	$6.82K	Hold	100	–	–	﹤0.01%	643
2023 Q4	$6.26K	Hold	100	–	–	﹤0.01%	634
2023 Q3	$4.54K	Hold	100	–	–	﹤0.01%	651
2023 Q2	$5.61K	Hold	100	–	–	﹤0.01%	662
2023 Q1	$4.52K	Hold	100	–	–	﹤0.01%	671
2022 Q4	$4.06K	Hold	100	–	–	﹤0.01%	671
2022 Q3	$6.54K	Hold	100	–	–	﹤0.01%	641
2022 Q2	$6.08K	Hold	100	–	–	﹤0.01%	665
2022 Q1	$6.28K	Hold	100	–	–	﹤0.01%	673
2021 Q4	$7.58K	Hold	100	–	–	﹤0.01%	652
2021 Q3	$11.2K	Hold	100	–	–	﹤0.01%	629
2021 Q2	$16.2K	Hold	100	–	–	﹤0.01%	590
2021 Q1	$12.2K	Hold	100	–	–	﹤0.01%	615
2020 Q4	$15.3K	Hold	100	–	–	﹤0.01%	579
2020 Q3	$8.36K	Hold	100	–	–	﹤0.01%	631
2020 Q2	$7.35K	Hold	100	–	–	﹤0.01%	664
2020 Q1	$4.24K	Buy	+100	New	+$5.16K	﹤0.01%	713

Other funds holding CRSP

ARK Investment Management St. Petersburg, Florida $17.4B AUM 41.01% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

GSK plc London $497M AUM 35.1% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nikko Asset Management Americas New York $8.04B AUM 33.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Caldwell Trust's CRSP Position: Q3 2026 in Review

Caldwell Trust held its CRISPR Therapeutics (CRSP) position steady in Q3 2026 at 100 shares worth $5.53K. The position accounts for ﹤0.01% of the portfolio, ranked #725.

Caldwell Trust first reported a position in CRSP in Q1 2020 and has held it in 27 quarters since. The position peaked at $16.2K in Q2 2021. 413 funds tracked by Wall St. Rank hold CRSP as of Q3 2026.

Caldwell Trust held 100 shares of CRISPR Therapeutics worth $5.53K as of Q3 2026.
Caldwell Trust left its CRISPR Therapeutics share count unchanged in Q3 2026.
CRISPR Therapeutics made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #725 holding.
Caldwell Trust first reported a position in CRISPR Therapeutics in Q1 2020 and has held it in 27 quarters since.
Caldwell Trust's CRISPR Therapeutics position peaked at $16.2K in Q2 2021.
413 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.