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Lewis Asset Management’s Intellia Therapeutics NTLA Stock Holding History

Lewis 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 		$309K Sell
18,270
-1,500
-8% -$21K 0.11% 172
2026
Q1 		$253K Buy
19,770
+5,500
+39% +$70.1K 0.1% 170
2025
Q4 		$128K Sell
14,270
-10,270
-42% -$141K 0.05% 184
2025
Q3 		$424K Sell
24,540
-11,285
-32% -$139K 0.17% 126
2025
Q2 		$336K Sell
35,825
-2,670
-7% -$21.9K 0.16% 136
2025
Q1 		$274K Sell
38,495
-2,500
-6% -$25.3K 0.23% 106
2024
Q4 		$478K Sell
40,995
-25,313
-38% -$395K 0.36% 68
2024
Q3 		$1.36M Buy
66,308
+19,775
+42% +$456K 0.99% 20
2024
Q2 		$1.04M Buy
46,533
+15,940
+52% +$380K 0.8% 26
2024
Q1 		$842K Buy
30,593
+7,490
+32% +$208K 0.69% 36
2023
Q4 		$704K Buy
+23,103
New +$664K 0.65% 33

Other funds holding NTLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return

Lewis Asset Management's NTLA Position: Q2 2026 in Review

Lewis Asset Management reduced its Intellia Therapeutics (NTLA) stake by 7.6% in Q2 2026, selling an estimated $21K and leaving 18,270 shares worth $309K. The position accounts for 0.11% of the portfolio, ranked #172.

Lewis Asset Management first reported a position in NTLA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.36M in Q3 2024. 76 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Lewis Asset Management held 18,270 shares of Intellia Therapeutics worth $309K as of Q2 2026.
  • Lewis Asset Management sold 1,500 Intellia Therapeutics shares in Q2 2026, an estimated $21K.
  • Intellia Therapeutics made up 0.11% of Lewis Asset Management's portfolio in Q2 2026, its #172 holding.
  • Lewis Asset Management first reported a position in Intellia Therapeutics in Q4 2023 and has held it in 11 quarters since.
  • Lewis Asset Management's Intellia Therapeutics position peaked at $1.36M in Q3 2024.
  • 76 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.