Cyndeo Wealth Partners’s Intellia Therapeutics NTLA Stock Holding History

Cyndeo Wealth Partners’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 Q1	$296K	Sell	23,058 -2,222	-9%	-$28.3K	0.02%	412
2025 Q4	$227K	Buy	25,280 +13,570	+116%	+$187K	0.01%	449
2025 Q3	$202K	Buy	11,710 +995	+9%	+$12.3K	0.01%	463
2025 Q2	$101K	Buy	+10,715	New	+$88K	0.01%	458
2024 Q2	–	Sell	-8,224	Closed	-$226K	–	412
2024 Q1	$226K	Sell	8,224 -12	-0.1%	-$333	0.02%	359
2023 Q4	$251K	Buy	8,236 +1,000	+14%	+$28.7K	0.02%	325
2023 Q3	$229K	Buy	7,236 +396	+6%	+$15.4K	0.02%	308
2023 Q2	$279K	Buy	6,840 +1,338	+24%	+$54.3K	0.03%	275
2023 Q1	$205K	Buy	+5,502	New	+$216K	0.02%	308

Other funds holding NTLA

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return