Creative Planning
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Creative Planning’s Intellia Therapeutics NTLA Stock Holding History

Creative Planning’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
Q2 		$880K Sell
52,020
-390
-0.7% -$5.46K ﹤0.01% 2748
2026
Q1 		$672K Buy
52,410
+12,617
+32% +$161K ﹤0.01% 2789
2025
Q4 		$358K Buy
39,793
+4,060
+11% +$55.9K ﹤0.01% 3119
2025
Q3 		$617K Buy
35,733
+2,631
+8% +$32.4K ﹤0.01% 2547
2025
Q2 		$310K Buy
33,102
+3,795
+13% +$31.2K ﹤0.01% 2870
2025
Q1 		$208K Buy
29,307
+8,144
+38% +$82.3K ﹤0.01% 3035
2024
Q4 		$247K Buy
21,163
+8,618
+69% +$134K ﹤0.01% 2821
2024
Q3 		$258K Buy
12,545
+211
+2% +$4.87K ﹤0.01% 2649
2024
Q2 		$276K Sell
12,334
-5,094
-29% -$121K ﹤0.01% 2422
2024
Q1 		$479K Buy
17,428
+8,456
+94% +$235K ﹤0.01% 1880
2023
Q4 		$274K Buy
8,972
+8,757
+4,073% +$252K ﹤0.01% 2154
2023
Q3 		$6.8K Buy
+215
New +$8.34K ﹤0.01% 2687
2022
Q2 		– Sell
-215
Closed -$16K – 2452
2022
Q1 		$16K Buy
+215
New +$18.2K ﹤0.01% 2161
2021
Q4 		– Sell
-1,810
Closed -$243K – 2176
2021
Q3 		$243K Buy
+1,810
New +$274K ﹤0.01% 1729
2020
Q2 		– Sell
-63,561
Closed -$777K – 2093
2020
Q1 		$777K Sell
63,561
-20,353
-24% -$274K ﹤0.01% 742
2019
Q4 		$1.23M Buy
83,914
+401
+0.5% +$5.58K ﹤0.01% 700
2019
Q3 		$1.11M Sell
83,513
-610
-0.7% -$9.73K ﹤0.01% 703
2019
Q2 		$1.38M Buy
84,123
+6,100
+8% +$95.9K ﹤0.01% 626
2019
Q1 		$1.33M Buy
78,023
+491
+0.6% +$7.32K ﹤0.01% 618
2018
Q4 		$1.06M Sell
77,532
-359
-0.5% -$6.67K ﹤0.01% 646
2018
Q3 		$2.23M Sell
77,891
-469
-0.6% -$13.6K 0.01% 456
2018
Q2 		$2.14M Buy
78,360
+29,430
+60% +$713K 0.01% 452
2018
Q1 		$1.03M Buy
48,930
+480
+1% +$11.8K ﹤0.01% 720
2017
Q4 		$931K Buy
48,450
+37,035
+324% +$855K ﹤0.01% 774
2017
Q3 		$284K Buy
11,415
+8,415
+281% +$159K ﹤0.01% 1361
2017
Q2 		$48K Hold
3,000
– – ﹤0.01% 2540
2017
Q1 		$42K Buy
+3,000
New +$40.3K ﹤0.01% 2607

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return

Creative Planning's NTLA Position: Q2 2026 in Review

Creative Planning reduced its Intellia Therapeutics (NTLA) stake by 0.74% in Q2 2026, selling an estimated $5.46K and leaving 52,020 shares worth $880K. The position accounts for ﹤0.01% of the portfolio, ranked #2748.

Creative Planning first reported a position in NTLA in Q1 2017 and has held it in 27 quarters since. The position peaked at $2.23M in Q3 2018. 329 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Creative Planning held 52,020 shares of Intellia Therapeutics worth $880K as of Q2 2026.
  • Creative Planning sold 390 Intellia Therapeutics shares in Q2 2026, an estimated $5.46K.
  • Intellia Therapeutics made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2748 holding.
  • Creative Planning first reported a position in Intellia Therapeutics in Q1 2017 and has held it in 27 quarters since.
  • Creative Planning's Intellia Therapeutics position peaked at $2.23M in Q3 2018.
  • 329 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.