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Root Financial Partners’s Intellia Therapeutics NTLA Stock Holding History

Root Financial Partners’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 		– Sell
-291
Closed -$3.73K – 2229
2026
Q1 		$3.73K Buy
+291
New +$3.71K ﹤0.01% 2063

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

Root Financial Partners's NTLA Position: Q2 2026 in Review

Root Financial Partners sold out of Intellia Therapeutics (NTLA) in Q2 2026, closing a stake of 291 shares — an estimated $3.73K sold.

Root Financial Partners first reported a position in NTLA in Q1 2026 and held it in 1 quarter. The position peaked at $3.73K in Q1 2026. 328 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Root Financial Partners reported no remaining Intellia Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 291 Intellia Therapeutics shares in Q2 2026, an estimated $3.73K.
  • Root Financial Partners first reported a position in Intellia Therapeutics in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Intellia Therapeutics position peaked at $3.73K in Q1 2026.
  • 328 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.