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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
Q2 		$273K Sell
5,007
-46
-0.9% -$2.42K ﹤0.01% 2036
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 $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
GSK plc London $602M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Integrated Wealth Concepts's CRSP Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its CRISPR Therapeutics (CRSP) stake by 0.91% in Q2 2026, selling an estimated $2.42K and leaving 5,007 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #2036.

Integrated Wealth Concepts first reported a position in CRSP in Q4 2023 and has held it in 4 quarters since. The position peaked at $321K in Q3 2025. 524 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Integrated Wealth Concepts held 5,007 shares of CRISPR Therapeutics worth $273K as of Q2 2026.
  • Integrated Wealth Concepts sold 46 CRISPR Therapeutics shares in Q2 2026, an estimated $2.42K.
  • CRISPR Therapeutics made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2036 holding.
  • Integrated Wealth Concepts first reported a position in CRISPR Therapeutics in Q4 2023 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's CRISPR Therapeutics position peaked at $321K in Q3 2025.
  • 524 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.