Milestone Asset Management’s Caribou Biosciences CRBU Stock Holding History

Milestone Asset Management’s Portfolio CRBU Stock Details CRBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$352K	Buy	200,085 +38,009	+23%	+$75.1K	0.06%	214
2026 Q1	$308K	Sell	162,076 -69,723	-30%	-$120K	0.06%	201
2025 Q4	$369K	Buy	231,799 +55,832	+32%	+$117K	0.07%	171
2025 Q3	$410K	Sell	175,967 -233,595	-57%	-$441K	0.08%	169
2025 Q2	$516K	Buy	409,562 +80,472	+24%	+$79.1K	0.11%	138
2025 Q1	$300K	Buy	329,090 +165,301	+101%	+$215K	0.06%	186
2024 Q4	$260K	Buy	163,789 +8,662	+6%	+$17.4K	0.06%	208
2024 Q3	$304K	Buy	155,127 +12,817	+9%	+$26.2K	0.07%	179
2024 Q2	$233K	Buy	+142,310	New	+$455K	0.06%	181

Other funds holding CRBU

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

Pfizer New York $170M AUM 191.09% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Milestone Asset Management's CRBU Position: Q2 2026 in Review

Milestone Asset Management increased its Caribou Biosciences (CRBU) stake by 23% in Q2 2026, buying an estimated $75.1K and bringing the position to 200,085 shares worth $352K. The position accounts for 0.06% of the portfolio, ranked #214.

Milestone Asset Management first reported a position in CRBU in Q2 2024 and has held it in 9 quarters since. The position peaked at $516K in Q2 2025. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

Milestone Asset Management held 200,085 shares of Caribou Biosciences worth $352K as of Q2 2026.
Milestone Asset Management bought 38,009 Caribou Biosciences shares in Q2 2026, an estimated $75.1K.
Caribou Biosciences made up 0.06% of Milestone Asset Management's portfolio in Q2 2026, its #214 holding.
Milestone Asset Management first reported a position in Caribou Biosciences in Q2 2024 and has held it in 9 quarters since.
Milestone Asset Management's Caribou Biosciences position peaked at $516K in Q2 2025.
137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.