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Mount Yale Investment Advisors’s Intellia Therapeutics NTLA Stock Holding History

Mount Yale Investment Advisors’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
Q2 		$3.18M Buy
188,207
+20,400
+12% +$286K 0.06% 311
2026
Q1 		$2.15M Buy
167,807
+81,234
+94% +$1.03M 0.05% 351
2025
Q4 		$778K Buy
+86,573
New +$1.19M 0.04% 364

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return

Mount Yale Investment Advisors's NTLA Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Intellia Therapeutics (NTLA) stake by 12% in Q2 2026, buying an estimated $286K and bringing the position to 188,207 shares worth $3.18M. The position accounts for 0.06% of the portfolio, ranked #311.

Mount Yale Investment Advisors first reported a position in NTLA in Q4 2025 and has held it in 3 quarters since. 328 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Mount Yale Investment Advisors held 188,207 shares of Intellia Therapeutics worth $3.18M as of Q2 2026.
  • Mount Yale Investment Advisors bought 20,400 Intellia Therapeutics shares in Q2 2026, an estimated $286K.
  • Intellia Therapeutics made up 0.06% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #311 holding.
  • Mount Yale Investment Advisors first reported a position in Intellia Therapeutics in Q4 2025 and has held it in 3 quarters since.
  • 328 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.