Hennion & Walsh Asset Management’s Intellia Therapeutics NTLA Stock Holding History

Hennion & Walsh Asset Management’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	$3.73M	Buy	220,523 +60,720	+38%	+$850K	0.11%	242
2026 Q1	$2.05M	Sell	159,803 -6,918	-4%	-$88.1K	0.07%	345
2025 Q4	$1.5M	Buy	166,721 +16,328	+11%	+$225K	0.05%	410
2025 Q3	$2.6M	Sell	150,393 -2,757	-2%	-$34K	0.09%	277
2025 Q2	$1.44M	Buy	153,150 +6,684	+5%	+$54.9K	0.06%	397
2025 Q1	$1.04M	Buy	146,466 +25,469	+21%	+$257K	0.05%	464
2024 Q4	$1.41M	Buy	120,997 +67,276	+125%	+$1.05M	0.06%	380
2024 Q3	$1.1M	Buy	53,721 +13,839	+35%	+$319K	0.05%	428
2024 Q2	$893K	Buy	+39,882	New	+$950K	0.05%	449

Other funds holding NTLA

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return