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Pinnacle Wealth Planning Services’s Intellia Therapeutics NTLA Stock Holding History

Pinnacle Wealth Planning Services’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 		$12.9K Buy
764
+611
+399% +$8.55K ﹤0.01% 1972
2026
Q1 		$1.96K Hold
153
– – ﹤0.01% 2447
2025
Q4 		$1.38K Buy
+153
New +$2.11K ﹤0.01% 2547
2021
Q1 		– Sell
-822
Closed -$45K – 1405
2020
Q4 		$45K Buy
+822
New +$29.9K 0.01% 845

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

Pinnacle Wealth Planning Services's NTLA Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Intellia Therapeutics (NTLA) stake by 399% in Q2 2026, buying an estimated $8.55K and bringing the position to 764 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1972.

Pinnacle Wealth Planning Services first reported a position in NTLA in Q4 2020 and has held it in 4 quarters since. The position peaked at $45K in Q4 2020. 329 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Pinnacle Wealth Planning Services held 764 shares of Intellia Therapeutics worth $12.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 611 Intellia Therapeutics shares in Q2 2026, an estimated $8.55K.
  • Intellia Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1972 holding.
  • Pinnacle Wealth Planning Services first reported a position in Intellia Therapeutics in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Intellia Therapeutics position peaked at $45K in Q4 2020.
  • 329 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.