Nelson Capital Management’s Caribou Biosciences CRBU Stock Holding History

Nelson Capital 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	$103K	Hold	58,685	–	–	0.01%	120
2026 Q1	$112K	Hold	58,685	–	–	0.01%	108
2025 Q4	$93.3K	Sell	58,685 -26,335	-31%	-$55.3K	0.01%	107
2025 Q3	$198K	Hold	85,020	–	–	0.02%	108
2025 Q2	$107K	Hold	85,020	–	–	0.01%	101
2025 Q1	$77.6K	Buy	85,020 +20,162	+31%	+$26.2K	0.01%	101
2024 Q4	$103K	Sell	64,858 -20,162	-24%	-$40.5K	0.02%	108
2024 Q3	$167K	Hold	85,020	–	–	0.03%	110
2024 Q2	$139K	Hold	85,020	–	–	0.02%	105
2024 Q1	$437K	Hold	85,020	–	–	0.08%	83
2023 Q4	$487K	Hold	85,020	–	–	0.11%	76
2023 Q3	$406K	Hold	85,020	–	–	0.1%	76
2023 Q2	$361K	Hold	85,020	–	–	0.09%	76
2023 Q1	$451K	Hold	85,020	–	–	0.13%	72
2022 Q4	$534K	Hold	85,020	–	–	0.16%	73
2022 Q3	$897K	Hold	85,020	–	–	0.26%	68
2022 Q2	$462K	Buy	85,020 +20,162	+31%	+$154K	0.13%	79
2022 Q1	$595K	Buy	+64,858	New	+$683K	0.12%	80

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

Nelson Capital Management's CRBU Position: Q2 2026 in Review

Nelson Capital Management held its Caribou Biosciences (CRBU) position steady in Q2 2026 at 58,685 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #120.

Nelson Capital Management first reported a position in CRBU in Q1 2022 and has held it in 18 quarters since. The position peaked at $897K in Q3 2022. 137 funds tracked by Wall St. Rank hold CRBU as of Q2 2026.

Nelson Capital Management held 58,685 shares of Caribou Biosciences worth $103K as of Q2 2026.
Nelson Capital Management left its Caribou Biosciences share count unchanged in Q2 2026.
Caribou Biosciences made up 0.01% of Nelson Capital Management's portfolio in Q2 2026, its #120 holding.
Nelson Capital Management first reported a position in Caribou Biosciences in Q1 2022 and has held it in 18 quarters since.
Nelson Capital Management's Caribou Biosciences position peaked at $897K in Q3 2022.
137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2026.

Based on Nelson Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.