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Roxbury Financial’s Intellia Therapeutics NTLA Stock Holding History

Roxbury Financial’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
2025
Q2 		– Sell
-1,000
Closed -$10.1K – 372
2025
Q1 		$10.1K Hold
1,000
– – 0.01% 278
2024
Q4 		$15.6K Buy
+1,000
New +$15.6K 0.02% 269

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $47.9M AUM 29.29% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Roxbury Financial's NTLA Position: Q2 2025 in Review

Roxbury Financial sold out of Intellia Therapeutics (NTLA) in Q2 2025, closing a stake of 1,000 shares — an estimated $10.1K sold.

Roxbury Financial first reported a position in NTLA in Q4 2024 and held it in 2 quarters. The position peaked at $15.6K in Q4 2024. 280 funds tracked by Wall St. Rank hold NTLA as of Q2 2025.

  • Roxbury Financial reported no remaining Intellia Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Roxbury Financial sold 1,000 Intellia Therapeutics shares in Q2 2025, an estimated $10.1K.
  • Roxbury Financial first reported a position in Intellia Therapeutics in Q4 2024 and held it in 2 quarters.
  • Roxbury Financial's Intellia Therapeutics position peaked at $15.6K in Q4 2024.
  • 280 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2025.

Based on Roxbury Financial's 13F filing for Q2 2025, filed 7 Jul 2025.