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Concord Wealth Partners’s CRISPR Therapeutics CRSP Stock Holding History

Concord Wealth Partners’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
Q2 		$600 Buy
+11
New +$580 ﹤0.01% 805
2026
Q1 		– Sell
-11
Closed -$577 – 313
2025
Q4 		$577 Buy
+11
New +$659 ﹤0.01% 746
2025
Q3 		– Sell
-11
Closed -$535 – 844
2025
Q2 		$535 Buy
+11
New +$426 ﹤0.01% 785
2024
Q4 		– Sell
-11
Closed -$517 – 937
2024
Q3 		$517 Sell
11
-9
-45% -$457 ﹤0.01% 895
2024
Q2 		$1.08K Sell
20
-11
-35% -$636 ﹤0.01% 722
2024
Q1 		$2.11K Buy
31
+11
+55% +$787 ﹤0.01% 750
2023
Q4 		$1.25K Sell
20
-139
-87% -$7.68K ﹤0.01% 748
2023
Q3 		$7.22K Sell
159
-126
-44% -$6.51K ﹤0.01% 668
2023
Q2 		$16K Buy
285
+66
+30% +$3.75K ﹤0.01% 538
2023
Q1 		$9.9K Sell
219
-1,096
-83% -$53.2K ﹤0.01% 595
2022
Q4 		$53.5K Buy
+1,315
New +$69.8K 0.02% 366
2022
Q3 		– Sell
-2,873
Closed -$175K – 350
2022
Q2 		$175K Buy
2,873
+1,685
+142% +$99.1K 0.05% 173
2022
Q1 		$75K Buy
1,188
+392
+49% +$24.6K 0.02% 350
2021
Q4 		$60K Buy
796
+585
+277% +$51.1K 0.01% 423
2021
Q3 		$24K Sell
211
-339
-62% -$42.6K 0.01% 346
2021
Q2 		$89K Sell
550
-25
-4% -$3.04K 0.03% 253
2021
Q1 		$70K Buy
+575
New +$86.8K 0.02% 276

Other funds holding CRSP

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
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
GSK plc London $602M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Concord Wealth Partners's CRSP Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in CRISPR Therapeutics (CRSP) in Q2 2026: 11 shares worth $600. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in CRSP as recently as Q4 2025.

Concord Wealth Partners first reported a position in CRSP in Q1 2021 and has held it in 17 quarters since. The position peaked at $175K in Q2 2022. 521 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Concord Wealth Partners held 11 shares of CRISPR Therapeutics worth $600 as of Q2 2026.
  • CRISPR Therapeutics was a new Concord Wealth Partners position in Q2 2026.
  • CRISPR Therapeutics made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #805 holding.
  • Concord Wealth Partners first reported a position in CRISPR Therapeutics in Q1 2021 and has held it in 17 quarters since.
  • Concord Wealth Partners's CRISPR Therapeutics position peaked at $175K in Q2 2022.
  • 521 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.