SWM
NTLA icon

Spire Wealth Management’s Intellia Therapeutics NTLA Stock Holding History

Spire 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
Q2 		$669K Buy
39,516
+30,480
+337% +$427K 0.02% 484
2026
Q1 		$116K Buy
9,036
+4,971
+122% +$63.3K ﹤0.01% 934
2025
Q4 		$36.5K Buy
+4,065
New +$56K ﹤0.01% 1275
2024
Q4 		– Sell
-2,100
Closed -$43.2K – 2505
2024
Q3 		$43.2K Hold
2,100
– – ﹤0.01% 1175
2024
Q2 		$47K Hold
2,100
– – ﹤0.01% 1145
2024
Q1 		$57.8K Sell
2,100
-1,789
-46% -$49.7K ﹤0.01% 1166
2023
Q4 		$99.4K Buy
3,889
+3,789
+3,789% +$109K ﹤0.01% 1000
2023
Q3 		$3.16K Hold
100
– – ﹤0.01% 2042
2023
Q2 		$4.08K Hold
100
– – ﹤0.01% 2050
2023
Q1 		$3.73K Hold
100
– – ﹤0.01% 2105
2022
Q4 		$3K Hold
100
– – ﹤0.01% 1979
2022
Q3 		$6K Hold
100
– – ﹤0.01% 1708
2022
Q2 		$5K Hold
100
– – ﹤0.01% 2138
2022
Q1 		$7K Sell
100
-50
-33% -$4.24K ﹤0.01% 2156
2021
Q4 		$18K Sell
150
-300
-67% -$37.6K ﹤0.01% 2158
2021
Q3 		$60K Buy
450
+250
+125% +$37.9K ﹤0.01% 1403
2021
Q2 		$38K Hold
200
– – ﹤0.01% 1600
2021
Q1 		$16K Buy
+200
New +$13.4K ﹤0.01% 2242

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

Spire Wealth Management's NTLA Position: Q2 2026 in Review

Spire Wealth Management increased its Intellia Therapeutics (NTLA) stake by 337% in Q2 2026, buying an estimated $427K and bringing the position to 39,516 shares worth $669K. The position accounts for 0.02% of the portfolio, ranked #484.

Spire Wealth Management first reported a position in NTLA in Q1 2021 and has held it in 18 quarters since. 329 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Spire Wealth Management held 39,516 shares of Intellia Therapeutics worth $669K as of Q2 2026.
  • Spire Wealth Management bought 30,480 Intellia Therapeutics shares in Q2 2026, an estimated $427K.
  • Intellia Therapeutics made up 0.02% of Spire Wealth Management's portfolio in Q2 2026, its #484 holding.
  • Spire Wealth Management first reported a position in Intellia Therapeutics in Q1 2021 and has held it in 18 quarters since.
  • 329 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.