TWD
CRBU icon

True Wealth Design’s Caribou Biosciences CRBU Stock Holding History

True Wealth Design’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-791
Closed -$997 – 2753
2025
Q2 		$997 Buy
791
+788
+26,267% +$775 ﹤0.01% 1465
2025
Q1 		$3 Buy
+3
New +$4 ﹤0.01% 2648

Other funds holding CRBU

P
Pfizer New York $239M AUM 232.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

True Wealth Design's CRBU Position: Q3 2025 in Review

True Wealth Design sold out of Caribou Biosciences (CRBU) in Q3 2025, closing a stake of 791 shares — an estimated $997 sold.

True Wealth Design first reported a position in CRBU in Q1 2025 and held it in 2 quarters. The position peaked at $997 in Q2 2025. 117 funds tracked by Wall St. Rank hold CRBU as of Q3 2025.

  • True Wealth Design reported no remaining Caribou Biosciences position as of Q3 2025 after selling out during the quarter.
  • True Wealth Design sold 791 Caribou Biosciences shares in Q3 2025, an estimated $997.
  • True Wealth Design first reported a position in Caribou Biosciences in Q1 2025 and held it in 2 quarters.
  • True Wealth Design's Caribou Biosciences position peaked at $997 in Q2 2025.
  • 117 funds tracked by Wall St. Rank held Caribou Biosciences as of Q3 2025.

Based on True Wealth Design's 13F filing for Q3 2025, filed 21 Oct 2025.