Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Intellia Therapeutics NTLA Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$576K Buy
44,939
+22,049
+96% +$281K ﹤0.01% 1911
2025
Q4 		$206K Buy
22,890
+3,703
+19% +$51K ﹤0.01% 2552
2025
Q3 		$331K Buy
19,187
+856
+5% +$10.5K ﹤0.01% 2045
2025
Q2 		$172K Buy
18,331
+3,419
+23% +$28.1K ﹤0.01% 2305
2025
Q1 		$106K Buy
14,912
+13,427
+904% +$136K ﹤0.01% 2382
2024
Q4 		$17K Buy
1,485
+532
+56% +$8.3K ﹤0.01% 3545
2024
Q3 		$20K Buy
953
+213
+29% +$4.91K ﹤0.01% 3359
2024
Q2 		$17K Sell
740
-86
-10% -$2.05K ﹤0.01% 3228
2024
Q1 		$23K Sell
826
-233
-22% -$6.47K ﹤0.01% 2802
2023
Q4 		$32K Buy
1,059
+337
+47% +$9.69K ﹤0.01% 2474
2023
Q3 		$23K Buy
722
+44
+6% +$1.71K ﹤0.01% 2605
2023
Q2 		$28K Sell
678
-65
-9% -$2.64K ﹤0.01% 2412
2023
Q1 		$28K Buy
743
+26
+4% +$1.02K ﹤0.01% 2271
2022
Q4 		$25K Buy
717
+684
+2,073% +$32.5K ﹤0.01% 2210
2022
Q3 		$2K Sell
33
-101
-75% -$6.27K ﹤0.01% 3506
2022
Q2 		$7K Sell
134
-61
-31% -$3.1K ﹤0.01% 2814
2022
Q1 		$14K Buy
195
+188
+2,686% +$15.9K ﹤0.01% 2303
2021
Q4 		$1K Buy
+7
New +$877 ﹤0.01% 3351

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Carson Wealth (CWM LLC)'s NTLA Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Intellia Therapeutics (NTLA) stake by 96% in Q1 2026, buying an estimated $281K and bringing the position to 44,939 shares worth $576K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Carson Wealth (CWM LLC) first reported a position in NTLA in Q4 2021 and has held it in 18 quarters since. 304 funds tracked by Wall St. Rank hold NTLA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 44,939 shares of Intellia Therapeutics worth $576K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 22,049 Intellia Therapeutics shares in Q1 2026, an estimated $281K.
  • Intellia Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1911 holding.
  • Carson Wealth (CWM LLC) first reported a position in Intellia Therapeutics in Q4 2021 and has held it in 18 quarters since.
  • 304 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.