Center for Financial Planning’s Editas Medicine EDIT Stock Holding History

Center for Financial Planning’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$162	Hold	50	–	–	﹤0.01%	638
2026 Q1	$124	Hold	50	–	–	﹤0.01%	635
2025 Q4	$103	Hold	50	–	–	﹤0.01%	683
2025 Q3	$174	Hold	50	–	–	﹤0.01%	639
2025 Q2	$110	Hold	50	–	–	﹤0.01%	631
2025 Q1	$58	Hold	50	–	–	﹤0.01%	690
2024 Q4	$64	Hold	50	–	–	﹤0.01%	660
2024 Q3	$171	Hold	50	–	–	﹤0.01%	552
2024 Q2	$234	Hold	50	–	–	﹤0.01%	562
2024 Q1	$371	Hold	50	–	–	﹤0.01%	588
2023 Q4	$507	Hold	50	–	–	﹤0.01%	504
2023 Q3	$390	Hold	50	–	–	﹤0.01%	502
2023 Q2	$412	Hold	50	–	–	﹤0.01%	543
2023 Q1	$363	Hold	50	–	–	﹤0.01%	510
2022 Q4	$444	Hold	50	–	–	﹤0.01%	512
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	588
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	495
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	497
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	505
2021 Q3	$2K	Hold	50	–	–	﹤0.01%	453
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	436
2021 Q1	$2K	Buy	+50	New	+$2.85K	﹤0.01%	489

Other funds holding EDIT

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $787M AUM 23.6% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

DIM

DLK Investment Management Solana Beach, California $235M AUM 12.41% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $579M AUM 54.21% 1-Year Est. Return

AWM

Aries Wealth Management Portland, Maine $509M AUM 25.6% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Center for Financial Planning's EDIT Position: Q2 2026 in Review

Center for Financial Planning held its Editas Medicine (EDIT) position steady in Q2 2026 at 50 shares worth $162. The position accounts for ﹤0.01% of the portfolio, ranked #638.

Center for Financial Planning first reported a position in EDIT in Q1 2021 and has held it in 22 quarters since. The position peaked at $3K in Q2 2021. 35 funds tracked by Wall St. Rank hold EDIT as of Q2 2026.

Center for Financial Planning held 50 shares of Editas Medicine worth $162 as of Q2 2026.
Center for Financial Planning left its Editas Medicine share count unchanged in Q2 2026.
Editas Medicine made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #638 holding.
Center for Financial Planning first reported a position in Editas Medicine in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Editas Medicine position peaked at $3K in Q2 2021.
35 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.