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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
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 $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LMG Wealth Partners's NTLA Position: Q1 2026 in Review

LMG Wealth Partners increased its Intellia Therapeutics (NTLA) stake by 0.67% in Q1 2026, buying an estimated $1.02K and bringing the position to 11,998 shares worth $154K. The position accounts for 0.03% of the portfolio, ranked #152.

LMG Wealth Partners first reported a position in NTLA in Q4 2024 and has held it in 6 quarters since. The position peaked at $244K in Q3 2025. 302 funds tracked by Wall St. Rank hold NTLA as of Q1 2026.

  • LMG Wealth Partners held 11,998 shares of Intellia Therapeutics worth $154K as of Q1 2026.
  • LMG Wealth Partners bought 80 Intellia Therapeutics shares in Q1 2026, an estimated $1.02K.
  • Intellia Therapeutics made up 0.03% of LMG Wealth Partners's portfolio in Q1 2026, its #152 holding.
  • LMG Wealth Partners first reported a position in Intellia Therapeutics in Q4 2024 and has held it in 6 quarters since.
  • LMG Wealth Partners's Intellia Therapeutics position peaked at $244K in Q3 2025.
  • 302 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2026.

Based on LMG Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.