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Cyndeo Wealth Partners’s CRISPR Therapeutics CRSP Stock Holding History

Cyndeo 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
Q1 		$272K Buy
5,723
+93
+2% +$4.91K 0.01% 425
2025
Q4 		$295K Buy
5,630
+1,640
+41% +$98.2K 0.02% 405
2025
Q3 		$259K Buy
+3,990
New +$229K 0.01% 419
2024
Q2 		– Sell
-5,275
Closed -$360K – 399
2024
Q1 		$360K Buy
5,275
+30
+0.6% +$2.15K 0.03% 304
2023
Q4 		$328K Buy
+5,245
New +$290K 0.03% 298

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
GSK plc London $599M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cyndeo Wealth Partners's CRSP Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its CRISPR Therapeutics (CRSP) stake by 1.7% in Q1 2026, buying an estimated $4.91K and bringing the position to 5,723 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #425.

Cyndeo Wealth Partners first reported a position in CRSP in Q4 2023 and has held it in 5 quarters since. The position peaked at $360K in Q1 2024. 488 funds tracked by Wall St. Rank hold CRSP as of Q1 2026.

  • Cyndeo Wealth Partners held 5,723 shares of CRISPR Therapeutics worth $272K as of Q1 2026.
  • Cyndeo Wealth Partners bought 93 CRISPR Therapeutics shares in Q1 2026, an estimated $4.91K.
  • CRISPR Therapeutics made up 0.01% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #425 holding.
  • Cyndeo Wealth Partners first reported a position in CRISPR Therapeutics in Q4 2023 and has held it in 5 quarters since.
  • Cyndeo Wealth Partners's CRISPR Therapeutics position peaked at $360K in Q1 2024.
  • 488 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.