Kestra Private Wealth Services’s LENZ Therapeutics LENZ Stock Holding History

Kestra Private Wealth Services’s Portfolio LENZ Stock Details LENZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$155K	Hold	27,304	–	–	﹤0.01%	1717
2026 Q1	$250K	Hold	27,304	–	–	﹤0.01%	1536
2025 Q4	$437K	Hold	27,304	–	–	0.01%	1241
2025 Q3	$1.27M	Hold	27,304	–	–	0.02%	679
2025 Q2	$800K	Hold	27,304	–	–	0.01%	829
2025 Q1	$702K	Hold	27,304	–	–	0.01%	812
2024 Q4	$788K	Sell	27,304 -200	-0.7%	-$6.1K	0.01%	740
2024 Q3	$653K	Buy	+27,504	New	+$610K	0.01%	768

Other funds holding LENZ

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

AWG

Alpha Wave Global New York $6.24B AUM 59.73% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

VVM

Versant Venture Management San Francisco, California $163M AUM 240.43% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

7IH

72 Investment Holdings Stamford, Connecticut $50M AUM 647.58% 1-Year Est. Return

Kestra Private Wealth Services's LENZ Position: Q2 2026 in Review

Kestra Private Wealth Services held its LENZ Therapeutics (LENZ) position steady in Q2 2026 at 27,304 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #1717.

Kestra Private Wealth Services first reported a position in LENZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.27M in Q3 2025. 144 funds tracked by Wall St. Rank hold LENZ as of Q2 2026.

Kestra Private Wealth Services held 27,304 shares of LENZ Therapeutics worth $155K as of Q2 2026.
Kestra Private Wealth Services left its LENZ Therapeutics share count unchanged in Q2 2026.
LENZ Therapeutics made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1717 holding.
Kestra Private Wealth Services first reported a position in LENZ Therapeutics in Q3 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's LENZ Therapeutics position peaked at $1.27M in Q3 2025.
144 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.