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Private Wealth Management Group’s Intellia Therapeutics NTLA Stock Holding History

Private Wealth Management Group’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 		$4.38K Hold
259
– – ﹤0.01% 896
2026
Q1 		$3.32K Hold
259
– – ﹤0.01% 910
2025
Q4 		$2.33K Hold
259
– – ﹤0.01% 1035
2025
Q3 		$4.47K Hold
259
– – ﹤0.01% 829
2025
Q2 		$2.43K Buy
+259
New +$2.13K ﹤0.01% 1025
2025
Q1 		– Sell
-132
Closed -$1.54K – 1557
2024
Q4 		$1.54K Sell
132
-22
-14% -$343 ﹤0.01% 1189
2024
Q3 		$3.17K Hold
154
– – ﹤0.01% 898
2024
Q2 		$3.45K Buy
154
+88
+133% +$2.1K ﹤0.01% 861
2024
Q1 		$1.82K Buy
66
+20
+43% +$556 ﹤0.01% 1017
2023
Q4 		$1.4K Buy
+46
New +$1.32K ﹤0.01% 1138

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

Private Wealth Management Group's NTLA Position: Q2 2026 in Review

Private Wealth Management Group held its Intellia Therapeutics (NTLA) position steady in Q2 2026 at 259 shares worth $4.38K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

Private Wealth Management Group first reported a position in NTLA in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.47K in Q3 2025. 329 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Private Wealth Management Group held 259 shares of Intellia Therapeutics worth $4.38K as of Q2 2026.
  • Private Wealth Management Group left its Intellia Therapeutics share count unchanged in Q2 2026.
  • Intellia Therapeutics made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #896 holding.
  • Private Wealth Management Group first reported a position in Intellia Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's Intellia Therapeutics position peaked at $4.47K in Q3 2025.
  • 329 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.