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SteelPeak Wealth’s Intellia Therapeutics NTLA Stock Holding History

SteelPeak Wealth’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
2023
Q4 		– Hold
0
– -$37.9K – 488
2023
Q3 		– Hold
0
– – – 426
2023
Q2 		– Hold
0
– – – 432

Other funds holding NTLA

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
IEFM
IQ EQ Fund Management Dublin 2, Ireland $1.57B AUM 40.42% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CIC
Canal Insurance Company Greenville, South Carolina $456M AUM 40.11% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

SteelPeak Wealth's NTLA Position: Q2 2026 in Review

SteelPeak Wealth opened a new position in Intellia Therapeutics (NTLA) in Q2 2026: 17,198 shares worth $291K. The stake represents 0.01% of the portfolio and ranks #538 among its holdings. This is a return to the name: SteelPeak Wealth previously reported a position in NTLA as recently as Q4 2025.

SteelPeak Wealth first reported a position in NTLA in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.86M in Q2 2021. 81 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • SteelPeak Wealth held 17,198 shares of Intellia Therapeutics worth $291K as of Q2 2026.
  • Intellia Therapeutics was a new SteelPeak Wealth position in Q2 2026.
  • Intellia Therapeutics made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #538 holding.
  • SteelPeak Wealth first reported a position in Intellia Therapeutics in Q4 2020 and has held it in 17 quarters since.
  • SteelPeak Wealth's Intellia Therapeutics position peaked at $1.86M in Q2 2021.
  • 81 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

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