Kestra Private Wealth Services’s Intellia Therapeutics NTLA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-35,208
Closed -$608K – 1784
2025
Q3
$608K Buy
+35,208
New +$434K 0.01% 1009
2021
Q3
– Sell
-1,789
Closed -$290K – 952
2021
Q2
$290K Sell
1,789
-1,300
-42% -$101K 0.02% 692
2021
Q1
$248K Buy
+3,089
New +$207K 0.02% 669

Other funds holding NTLA

Kestra Private Wealth Services's NTLA Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of Intellia Therapeutics (NTLA) in Q4 2025, closing a stake of 35,208 shares — an estimated $608K sold.

Kestra Private Wealth Services first reported a position in NTLA in Q1 2021 and held it in 3 quarters. The position peaked at $608K in Q3 2025. 293 funds tracked by Wall St. Rank hold NTLA as of Q4 2025.

  • Kestra Private Wealth Services reported no remaining Intellia Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Kestra Private Wealth Services sold 35,208 Intellia Therapeutics shares in Q4 2025, an estimated $608K.
  • Kestra Private Wealth Services first reported a position in Intellia Therapeutics in Q1 2021 and held it in 3 quarters.
  • Kestra Private Wealth Services's Intellia Therapeutics position peaked at $608K in Q3 2025.
  • 293 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.