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Modern Wealth Management’s Caribou Biosciences CRBU Stock Holding History

Modern Wealth 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 		$26.4K Hold
15,000
– – ﹤0.01% 1102
2026
Q1 		$29.9K Hold
15,000
– – ﹤0.01% 875
2025
Q4 		$23.9K Buy
15,000
+5,000
+50% +$10.5K ﹤0.01% 842
2025
Q3 		$23.3K Hold
10,000
– – ﹤0.01% 803
2025
Q2 		$12.6K Hold
10,000
– – ﹤0.01% 774
2025
Q1 		$9.13K Buy
+10,000
New +$13K ﹤0.01% 677

Other funds holding CRBU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Renaissance Technologies
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Modern Wealth Management's CRBU Position: Q2 2026 in Review

Modern Wealth Management held its Caribou Biosciences (CRBU) position steady in Q2 2026 at 15,000 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1102.

Modern Wealth Management first reported a position in CRBU in Q1 2025 and has held it in 6 quarters since. The position peaked at $29.9K in Q1 2026. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

  • Modern Wealth Management held 15,000 shares of Caribou Biosciences worth $26.4K as of Q2 2026.
  • Modern Wealth Management left its Caribou Biosciences share count unchanged in Q2 2026.
  • Caribou Biosciences made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #1102 holding.
  • Modern Wealth Management first reported a position in Caribou Biosciences in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Caribou Biosciences position peaked at $29.9K in Q1 2026.
  • 137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.