Pinnacle Associates
NTLA icon

Pinnacle Associates’s Intellia Therapeutics NTLA Stock Holding History

Pinnacle Associates’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
Q3 		$4.4M Buy
364,795
+25,771
+8% +$322K 0.05% 289
2026
Q2 		$5.74M Buy
339,024
+193,512
+133% +$2.71M 0.06% 252
2026
Q1 		$1.87M Sell
145,512
-3,719
-2% -$47.4K 0.02% 406
2025
Q4 		$1.34M Sell
149,231
-14,479
-9% -$199K 0.02% 470
2025
Q3 		$2.83M Sell
163,710
-5,640
-3% -$69.5K 0.04% 342
2025
Q2 		$1.59M Sell
169,350
-45,470
-21% -$373K 0.02% 421
2025
Q1 		$1.53M Sell
214,820
-5,352
-2% -$54.1K 0.02% 416
2024
Q4 		$2.57M Buy
+220,172
New +$3.44M 0.03% 339
2024
Q3 		– Sell
-251,078
Closed -$5.62M – 833
2024
Q2 		$5.62M Sell
251,078
-4,638
-2% -$110K 0.09% 232
2024
Q1 		$7.03M Buy
+255,716
New +$7.1M 0.11% 202

Other funds holding NTLA

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return
Elmwood Wealth Management
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Cyndeo Wealth Partners
Cyndeo Wealth Partners St. Petersburg, Florida $2.21B AUM 17.29% 1-Year Est. Return
Axxcess Wealth Management
Axxcess Wealth Management Carlsbad, California $2.44B AUM 16.42% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
PR
PSP Research Newtown Square, Pennsylvania $146M AUM 39.94% 1-Year Est. Return

Pinnacle Associates's NTLA Position: Q3 2026 in Review

Pinnacle Associates increased its Intellia Therapeutics (NTLA) stake by 7.6% in Q3 2026, buying an estimated $322K and bringing the position to 364,795 shares worth $4.4M. The position accounts for 0.05% of the portfolio, ranked #289.

Pinnacle Associates first reported a position in NTLA in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.03M in Q1 2024. 45 funds tracked by Wall St. Rank hold NTLA as of Q3 2026.

  • Pinnacle Associates held 364,795 shares of Intellia Therapeutics worth $4.4M as of Q3 2026.
  • Pinnacle Associates bought 25,771 Intellia Therapeutics shares in Q3 2026, an estimated $322K.
  • Intellia Therapeutics made up 0.05% of Pinnacle Associates's portfolio in Q3 2026, its #289 holding.
  • Pinnacle Associates first reported a position in Intellia Therapeutics in Q1 2024 and has held it in 10 quarters since.
  • Pinnacle Associates's Intellia Therapeutics position peaked at $7.03M in Q1 2024.
  • 45 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2026.

Based on Pinnacle Associates's 13F filing for Q3 2026, filed 20 Oct 2026.