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 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

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Modern Wealth Management's CRBU Position: Q1 2026 in Review

Modern Wealth Management held its Caribou Biosciences (CRBU) position steady in Q1 2026 at 15,000 shares worth $29.9K. The position accounts for ﹤0.01% of the portfolio, ranked #875.

Modern Wealth Management first reported a position in CRBU in Q1 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold CRBU as of Q1 2026.

Modern Wealth Management held 15,000 shares of Caribou Biosciences worth $29.9K as of Q1 2026.
Modern Wealth Management left its Caribou Biosciences share count unchanged in Q1 2026.
Caribou Biosciences made up ﹤0.01% of Modern Wealth Management's portfolio in Q1 2026, its #875 holding.
Modern Wealth Management first reported a position in Caribou Biosciences in Q1 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.