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Physician Wealth Advisors’s Intellia Therapeutics NTLA Stock Holding History

Physician Wealth 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 		$694 Buy
+41
New +$574 ﹤0.01% 1966
2025
Q2 		– Sell
-111
Closed -$790 – 1924
2025
Q1 		$790 Buy
+111
New +$1.12K ﹤0.01% 1236

Other funds holding NTLA

CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CWP
Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $188M AUM
LAM
Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Physician Wealth Advisors's NTLA Position: Q2 2026 in Review

Physician Wealth Advisors opened a new position in Intellia Therapeutics (NTLA) in Q2 2026: 41 shares worth $694. The stake represents ﹤0.01% of the portfolio and ranks #1966 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in NTLA as recently as Q1 2025.

Physician Wealth Advisors first reported a position in NTLA in Q1 2025 and has held it in 2 quarters since. The position peaked at $790 in Q1 2025. 32 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Physician Wealth Advisors held 41 shares of Intellia Therapeutics worth $694 as of Q2 2026.
  • Intellia Therapeutics was a new Physician Wealth Advisors position in Q2 2026.
  • Intellia Therapeutics made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1966 holding.
  • Physician Wealth Advisors first reported a position in Intellia Therapeutics in Q1 2025 and has held it in 2 quarters since.
  • Physician Wealth Advisors's Intellia Therapeutics position peaked at $790 in Q1 2025.
  • 32 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.