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RAFFA WEALTH MANAGEMENT, LLC’s Intellia Therapeutics NTLA Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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 		$152 Hold
9
– – ﹤0.01% 1306
2026
Q1 		$115 Hold
9
– – ﹤0.01% 1270
2025
Q4 		$81 Hold
9
– – ﹤0.01% 1151
2025
Q3 		$155 Hold
9
– – ﹤0.01% 1154
2025
Q2 		$84 Hold
9
– – ﹤0.01% 1090
2025
Q1 		$64 Hold
9
– – ﹤0.01% 1065
2024
Q4 		$105 Hold
9
– – ﹤0.01% 1096
2024
Q3 		$185 Hold
9
– – ﹤0.01% 1056
2024
Q2 		$201 Hold
9
– – ﹤0.01% 1118
2024
Q1 		$248 Sell
9
-159
-95% -$4.42K ﹤0.01% 1093
2023
Q4 		$5.12K Buy
168
+159
+1,767% +$4.57K ﹤0.01% 387
2023
Q3 		$285 Hold
9
– – ﹤0.01% 1004
2023
Q2 		$367 Hold
9
– – ﹤0.01% 998
2023
Q1 		$335 Hold
9
– – ﹤0.01% 1003
2022
Q4 		$314 Hold
9
– – ﹤0.01% 998
2022
Q3 		$504 Hold
9
– – ﹤0.01% 1032
2022
Q2 		$466 Sell
9
-2
-18% -$102 ﹤0.01% 1033
2022
Q1 		$799 Hold
11
– – ﹤0.01% 937
2021
Q4 		$1.3K Hold
11
– – ﹤0.01% 786
2021
Q3 		$1.48K Buy
11
+9
+450% +$1.36K ﹤0.01% 697
2021
Q2 		$324 Hold
2
– – ﹤0.01% 1077
2021
Q1 		$161 Hold
2
– – ﹤0.01% 1088
2020
Q4 		$109 Buy
+2
New +$73 ﹤0.01% 903

Other funds holding NTLA

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
TGIA
Torrey Growth & Income Advisors Del Mar, California $294M AUM 37.95% 1-Year Est. Return
WB
WesBanco Bank Wheeling, West Virginia $4.02B AUM 32.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's NTLA Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC held its Intellia Therapeutics (NTLA) position steady in Q2 2026 at 9 shares worth $152. The position accounts for ﹤0.01% of the portfolio, ranked #1306.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in NTLA in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.12K in Q4 2023. 71 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • RAFFA WEALTH MANAGEMENT, LLC held 9 shares of Intellia Therapeutics worth $152 as of Q2 2026.
  • RAFFA WEALTH MANAGEMENT, LLC left its Intellia Therapeutics share count unchanged in Q2 2026.
  • Intellia Therapeutics made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1306 holding.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in Intellia Therapeutics in Q4 2020 and has held it in 23 quarters since.
  • RAFFA WEALTH MANAGEMENT, LLC's Intellia Therapeutics position peaked at $5.12K in Q4 2023.
  • 71 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.