Root Financial Partners
NTLA icon

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
Q3 		$651 Buy
+54
New +$675 ﹤0.01% 3126
2026
Q2 		– Sell
-291
Closed -$3.73K – 2229
2026
Q1 		$3.73K Buy
+291
New +$3.71K ﹤0.01% 2063

Other funds holding NTLA

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Regeneron Pharmaceuticals
Regeneron Pharmaceuticals Tarrytown, New York $180M AUM 18.92% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Contrarius Group Holdings
Contrarius Group Holdings Hamilton, Bermuda $2.05B AUM 66.09% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Root Financial Partners's NTLA Position: Q3 2026 in Review

Root Financial Partners opened a new position in Intellia Therapeutics (NTLA) in Q3 2026: 54 shares worth $651. The stake represents ﹤0.01% of the portfolio and ranks #3126 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in NTLA as recently as Q1 2026.

Root Financial Partners first reported a position in NTLA in Q1 2026 and has held it in 2 quarters since. The position peaked at $3.73K in Q1 2026. 163 funds tracked by Wall St. Rank hold NTLA as of Q3 2026.

  • Root Financial Partners held 54 shares of Intellia Therapeutics worth $651 as of Q3 2026.
  • Intellia Therapeutics was a new Root Financial Partners position in Q3 2026.
  • Intellia Therapeutics made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #3126 holding.
  • Root Financial Partners first reported a position in Intellia Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • Root Financial Partners's Intellia Therapeutics position peaked at $3.73K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.