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LMG Wealth Partners’s Intellia Therapeutics NTLA Stock Holding History

LMG Wealth Partners’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 		$190K Sell
11,228
-770
-6% -$10.8K 0.03% 163
2026
Q1 		$154K Buy
11,998
+80
+0.7% +$1.02K 0.03% 152
2025
Q4 		$107K Sell
11,918
-2,228
-16% -$30.7K 0.02% 153
2025
Q3 		$244K Buy
14,146
+160
+1% +$1.97K 0.05% 141
2025
Q2 		$131K Sell
13,986
-299
-2% -$2.46K 0.03% 137
2025
Q1 		$102K Buy
14,285
+3,157
+28% +$31.9K 0.02% 127
2024
Q4 		$130K Buy
+11,128
New +$174K 0.03% 129

Other funds holding NTLA

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return

LMG Wealth Partners's NTLA Position: Q2 2026 in Review

LMG Wealth Partners reduced its Intellia Therapeutics (NTLA) stake by 6.4% in Q2 2026, selling an estimated $10.8K and leaving 11,228 shares worth $190K. The position accounts for 0.03% of the portfolio, ranked #163.

LMG Wealth Partners first reported a position in NTLA in Q4 2024 and has held it in 7 quarters since. The position peaked at $244K in Q3 2025. 329 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • LMG Wealth Partners held 11,228 shares of Intellia Therapeutics worth $190K as of Q2 2026.
  • LMG Wealth Partners sold 770 Intellia Therapeutics shares in Q2 2026, an estimated $10.8K.
  • Intellia Therapeutics made up 0.03% of LMG Wealth Partners's portfolio in Q2 2026, its #163 holding.
  • LMG Wealth Partners first reported a position in Intellia Therapeutics in Q4 2024 and has held it in 7 quarters since.
  • LMG Wealth Partners's Intellia Therapeutics position peaked at $244K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

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