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Valeo Financial Advisors’s Editas Medicine EDIT Stock Holding History

Valeo Financial Advisors’s Portfolio EDIT Stock Details EDIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-500
Closed -$28K – 594
2021
Q2 		$28K Buy
+500
New +$18.5K ﹤0.01% 498

Other funds holding EDIT

GCP
GSA Capital Partners London, United Kingdom $1.59B AUM 39.81% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
JIC
Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CUAMC
China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Valeo Financial Advisors's EDIT Position: Q2 2026 in Review

Valeo Financial Advisors held its Editas Medicine (EDIT) position steady in Q2 2026 at 10,042 shares worth $32.5K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Valeo Financial Advisors first reported a position in EDIT in Q3 2017 and has held it in 19 quarters since. The position peaked at $344K in Q2 2021. 63 funds tracked by Wall St. Rank hold EDIT as of Q2 2026.

  • Valeo Financial Advisors held 10,042 shares of Editas Medicine worth $32.5K as of Q2 2026.
  • Valeo Financial Advisors left its Editas Medicine share count unchanged in Q2 2026.
  • Editas Medicine made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #819 holding.
  • Valeo Financial Advisors first reported a position in Editas Medicine in Q3 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's Editas Medicine position peaked at $344K in Q2 2021.
  • 63 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.