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Smallwood Wealth Investment Management’s CRISPR Therapeutics CRSP Stock Holding History

Smallwood Wealth Investment Management’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$163 Buy
3
+2
+200% +$105 ﹤0.01% 488
2026
Q1 		$47 Buy
+1
New +$53 ﹤0.01% 500

Other funds holding CRSP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
SOMRS
State of Michigan Retirement System Lansing, Michigan $22.6B AUM 40.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Smallwood Wealth Investment Management's CRSP Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its CRISPR Therapeutics (CRSP) stake by 200% in Q2 2026, buying an estimated $105 and bringing the position to 3 shares worth $163. The position accounts for ﹤0.01% of the portfolio, ranked #488.

Smallwood Wealth Investment Management first reported a position in CRSP in Q1 2026 and has held it in 2 quarters since. 159 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • Smallwood Wealth Investment Management held 3 shares of CRISPR Therapeutics worth $163 as of Q2 2026.
  • Smallwood Wealth Investment Management bought 2 CRISPR Therapeutics shares in Q2 2026, an estimated $105.
  • CRISPR Therapeutics made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #488 holding.
  • Smallwood Wealth Investment Management first reported a position in CRISPR Therapeutics in Q1 2026 and has held it in 2 quarters since.
  • 159 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.