Clearstead Advisors’s Caribou Biosciences CRBU Stock Holding History

Clearstead Advisors’s Portfolio CRBU Stock Details CRBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-351	Closed	-$443	–	3128
2025 Q2	$443	Buy	+351	New	+$345	﹤0.01%	2500

Other funds holding CRBU

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearstead Advisors's CRBU Position: Q3 2025 in Review

Clearstead Advisors sold out of Caribou Biosciences (CRBU) in Q3 2025, closing a stake of 351 shares — an estimated $443 sold.

Clearstead Advisors first reported a position in CRBU in Q2 2025 and held it in 1 quarter. The position peaked at $443 in Q2 2025. 117 funds tracked by Wall St. Rank hold CRBU as of Q3 2025.

Clearstead Advisors reported no remaining Caribou Biosciences position as of Q3 2025 after selling out during the quarter.
Clearstead Advisors sold 351 Caribou Biosciences shares in Q3 2025, an estimated $443.
Clearstead Advisors first reported a position in Caribou Biosciences in Q2 2025 and held it in 1 quarter.
Clearstead Advisors's Caribou Biosciences position peaked at $443 in Q2 2025.
117 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.