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SteelPeak Wealth’s CRISPR Therapeutics CRSP Stock Holding History

SteelPeak Wealth’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 		– Hold
0
– -$57.1K – 662
2026
Q1 		– Hold
0
– – – 562
2025
Q4 		– Hold
0
– – – 527
2025
Q3 		– Hold
0
– – – 569

Other funds holding CRSP

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BIP
Bouvel Investment Partners Phoenixville, Pennsylvania $442M AUM 70.77% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IIM
Ipswich Investment Management Beverly, Massachusetts $474M AUM 35.58% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return
BAM
Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

SteelPeak Wealth's CRSP Position: Q2 2026 in Review

SteelPeak Wealth reduced its CRISPR Therapeutics (CRSP) stake by 69% in Q2 2026, selling an estimated $747K and leaving 6,314 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #497.

SteelPeak Wealth first reported a position in CRSP in Q1 2021 and has held it in 22 quarters since. The position peaked at $974K in Q1 2026. 54 funds tracked by Wall St. Rank hold CRSP as of Q2 2026.

  • SteelPeak Wealth held 6,314 shares of CRISPR Therapeutics worth $344K as of Q2 2026.
  • SteelPeak Wealth sold 14,165 CRISPR Therapeutics shares in Q2 2026, an estimated $747K.
  • CRISPR Therapeutics made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #497 holding.
  • SteelPeak Wealth first reported a position in CRISPR Therapeutics in Q1 2021 and has held it in 22 quarters since.
  • SteelPeak Wealth's CRISPR Therapeutics position peaked at $974K in Q1 2026.
  • 54 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.