Wealth Enhancement Advisory Services’s Intellia Therapeutics NTLA Stock Holding History

Wealth Enhancement Advisory Services’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	$282K	Buy	19,846 +1,038	+6%	+$14.5K	﹤0.01%	3261
2026 Q1	$247K	Buy	18,808 +8,463	+82%	+$108K	﹤0.01%	2962
2025 Q4	$101K	Buy	+10,345	New	+$142K	﹤0.01%	3428
2025 Q2	–	Sell	-13,789	Closed	-$98K	–	3453
2025 Q1	$98K	Buy	+13,789	New	+$139K	﹤0.01%	2761

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

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

SWM

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CWP

Cyndeo Wealth Partners St. Petersburg, Florida $2.12B AUM 24.61% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

LAM

Lewis Asset Management Lafayette, California $285M AUM 32.52% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Wealth Enhancement Advisory Services's NTLA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Intellia Therapeutics (NTLA) stake by 5.5% in Q2 2026, buying an estimated $14.5K and bringing the position to 19,846 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #3261.

Wealth Enhancement Advisory Services first reported a position in NTLA in Q1 2025 and has held it in 4 quarters since. 32 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

Wealth Enhancement Advisory Services held 19,846 shares of Intellia Therapeutics worth $282K as of Q2 2026.
Wealth Enhancement Advisory Services bought 1,038 Intellia Therapeutics shares in Q2 2026, an estimated $14.5K.
Intellia Therapeutics made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3261 holding.
Wealth Enhancement Advisory Services first reported a position in Intellia Therapeutics in Q1 2025 and has held it in 4 quarters since.
32 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.