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

Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Nvest Wealth Strategies Powell, Ohio $159M AUM