Fortitude Family Office’s Caribou Biosciences CRBU Stock Holding History

Fortitude Family Office’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
2026 Q3	$820	Hold	646	–	–	﹤0.01%	2290
2026 Q2	$1.14K	Sell	646 -318	-33%	-$629	﹤0.01%	1705
2026 Q1	$1.83K	Buy	964 +318	+49%	+$546	﹤0.01%	1314
2025 Q4	$1.03K	Hold	646	–	–	﹤0.01%	1435
2025 Q3	$1.5K	Hold	646	–	–	﹤0.01%	1373
2025 Q2	$814	Buy	+646	New	+$635	﹤0.01%	1602

Other funds holding CRBU

GAA

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

MAM

Milestone Asset Management Pittsburgh, Pennsylvania $631M AUM 19.64% 1-Year Est. Return

TWM

Thrive Wealth Management Audubon, Pennsylvania $805M AUM 17.78% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

NWS

Nvest Wealth Strategies Powell, Ohio $138M AUM 16.46% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

Fortitude Family Office's CRBU Position: Q3 2026 in Review

Fortitude Family Office held its Caribou Biosciences (CRBU) position steady in Q3 2026 at 646 shares worth $820. The position accounts for ﹤0.01% of the portfolio, ranked #2290.

Fortitude Family Office first reported a position in CRBU in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.83K in Q1 2026. 11 funds tracked by Wall St. Rank hold CRBU as of Q3 2026.

Fortitude Family Office held 646 shares of Caribou Biosciences worth $820 as of Q3 2026.
Fortitude Family Office left its Caribou Biosciences share count unchanged in Q3 2026.
Caribou Biosciences made up ﹤0.01% of Fortitude Family Office's portfolio in Q3 2026, its #2290 holding.
Fortitude Family Office first reported a position in Caribou Biosciences in Q2 2025 and has held it in 6 quarters since.
Fortitude Family Office's Caribou Biosciences position peaked at $1.83K in Q1 2026.
11 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.