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 Q2	$430K	Buy	25,430 +2,372	+10%	+$33.2K	0.02%	367
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

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return

Cyndeo Wealth Partners's NTLA Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Intellia Therapeutics (NTLA) stake by 10% in Q2 2026, buying an estimated $33.2K and bringing the position to 25,430 shares worth $430K. The position accounts for 0.02% of the portfolio, ranked #367.

Cyndeo Wealth Partners first reported a position in NTLA in Q1 2023 and has held it in 10 quarters since. 329 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

Cyndeo Wealth Partners held 25,430 shares of Intellia Therapeutics worth $430K as of Q2 2026.
Cyndeo Wealth Partners bought 2,372 Intellia Therapeutics shares in Q2 2026, an estimated $33.2K.
Intellia Therapeutics made up 0.02% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #367 holding.
Cyndeo Wealth Partners first reported a position in Intellia Therapeutics in Q1 2023 and has held it in 10 quarters since.
329 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.