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SHP Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

SHP Wealth Management’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
Q1 		– Sell
-16
Closed -$144 – 1887
2025
Q4 		$144 Buy
+16
New +$220 ﹤0.01% 1484

Other funds holding NTLA

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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SHP Wealth Management's NTLA Position: Q1 2026 in Review

SHP Wealth Management sold out of Intellia Therapeutics (NTLA) in Q1 2026, closing a stake of 16 shares — an estimated $144 sold.

SHP Wealth Management first reported a position in NTLA in Q4 2025 and held it in 1 quarter. The position peaked at $144 in Q4 2025. 303 funds tracked by Wall St. Rank hold NTLA as of Q1 2026.

  • SHP Wealth Management reported no remaining Intellia Therapeutics position as of Q1 2026 after selling out during the quarter.
  • SHP Wealth Management sold 16 Intellia Therapeutics shares in Q1 2026, an estimated $144.
  • SHP Wealth Management first reported a position in Intellia Therapeutics in Q4 2025 and held it in 1 quarter.
  • SHP Wealth Management's Intellia Therapeutics position peaked at $144 in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.