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 Q3	$1.84K	Sell	153 -611	-80%	-$7.64K	﹤0.01%	2498
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	+$29.8K	0.01%	845

Other funds holding NTLA

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Regeneron Pharmaceuticals Tarrytown, New York $180M AUM 18.92% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pinnacle Wealth Planning Services's NTLA Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Intellia Therapeutics (NTLA) stake by 80% in Q3 2026, selling an estimated $7.64K and leaving 153 shares worth $1.84K. The position accounts for ﹤0.01% of the portfolio, ranked #2498.

Pinnacle Wealth Planning Services first reported a position in NTLA in Q4 2020 and has held it in 5 quarters since. The position peaked at $45K in Q4 2020. 156 funds tracked by Wall St. Rank hold NTLA as of Q3 2026.

Pinnacle Wealth Planning Services held 153 shares of Intellia Therapeutics worth $1.84K as of Q3 2026.
Pinnacle Wealth Planning Services sold 611 Intellia Therapeutics shares in Q3 2026, an estimated $7.64K.
Intellia Therapeutics made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #2498 holding.
Pinnacle Wealth Planning Services first reported a position in Intellia Therapeutics in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's Intellia Therapeutics position peaked at $45K in Q4 2020.
156 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.