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Elmwood Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Elmwood Wealth Management’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-468,240
Closed -$428K – 131
2025
Q1 		$428K Sell
468,240
-1,557,500
-77% -$2.02M 0.18% 103
2024
Q4 		$3.22M Sell
2,025,740
-150,000
-7% -$302K 1.3% 26
2024
Q3 		$4.26M Sell
2,175,740
-159,000
-7% -$326K 1.76% 12
2024
Q2 		$3.83M Sell
2,334,740
-29,500
-1% -$94.3K 1.71% 11
2024
Q1 		$12.2M Sell
2,364,240
-20
-0% -$123 5.2% 1
2023
Q4 		$13.5M Sell
2,364,260
-155
-0% -$766 9.5% 1
2023
Q3 		$11.3M Hold
2,364,415
– – 5.45% 1
2023
Q2 		$10M Buy
2,364,415
+175
+0% +$786 4.68% 3
2023
Q1 		$12.6M Hold
2,364,240
– – 5.93% 2
2022
Q4 		$14.8M Hold
2,364,240
– – 7.41% 1
2022
Q3 		$24.9M Buy
+2,364,240
New +$22M 12.45% 1

Other funds holding CRBU

P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.17B AUM 92.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Elmwood Wealth Management's CRBU Position: Q2 2025 in Review

Elmwood Wealth Management sold out of Caribou Biosciences (CRBU) in Q2 2025, closing a stake of 468,240 shares — an estimated $428K sold.

Elmwood Wealth Management first reported a position in CRBU in Q3 2022 and held it in 11 quarters. The position peaked at $24.9M in Q3 2022. 129 funds tracked by Wall St. Rank hold CRBU as of Q2 2025.

  • Elmwood Wealth Management reported no remaining Caribou Biosciences position as of Q2 2025 after selling out during the quarter.
  • Elmwood Wealth Management sold 468,240 Caribou Biosciences shares in Q2 2025, an estimated $428K.
  • Elmwood Wealth Management first reported a position in Caribou Biosciences in Q3 2022 and held it in 11 quarters.
  • Elmwood Wealth Management's Caribou Biosciences position peaked at $24.9M in Q3 2022.
  • 129 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2025.

Based on Elmwood Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.