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Integrated Wealth Concepts’s CRISPR Therapeutics CRSP Stock Holding History

Integrated Wealth Concepts’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$240K Buy
+5,053
New +$267K ﹤0.01% 1982
2025
Q4 		– Sell
-4,955
Closed -$321K – 1706
2025
Q3 		$321K Buy
+4,955
New +$284K ﹤0.01% 1590
2024
Q1 		– Sell
-3,419
Closed -$214K – 1656
2023
Q4 		$214K Buy
+3,419
New +$189K ﹤0.01% 1436

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GP
GSK plc London $599M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $915M AUM 209.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Integrated Wealth Concepts's CRSP Position: Q1 2026 in Review

Integrated Wealth Concepts opened a new position in CRISPR Therapeutics (CRSP) in Q1 2026: 5,053 shares worth $240K. The stake represents ﹤0.01% of the portfolio and ranks #1982 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in CRSP as recently as Q3 2025.

Integrated Wealth Concepts first reported a position in CRSP in Q4 2023 and has held it in 3 quarters since. The position peaked at $321K in Q3 2025. 488 funds tracked by Wall St. Rank hold CRSP as of Q1 2026.

  • Integrated Wealth Concepts held 5,053 shares of CRISPR Therapeutics worth $240K as of Q1 2026.
  • CRISPR Therapeutics was a new Integrated Wealth Concepts position in Q1 2026.
  • CRISPR Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1982 holding.
  • Integrated Wealth Concepts first reported a position in CRISPR Therapeutics in Q4 2023 and has held it in 3 quarters since.
  • Integrated Wealth Concepts's CRISPR Therapeutics position peaked at $321K in Q3 2025.
  • 488 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.