WANY
LENZ

Wealthspire Advisors (New York)’s LENZ Therapeutics LENZ Stock Holding History

Wealthspire Advisors (New York)’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-608
Closed -$28.3K – 2973
2025
Q3 		$28.3K Buy
+608
New +$22.4K ﹤0.01% 1492

Other funds holding LENZ

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return
VVM
Versant Venture Management San Francisco, California $141M AUM 190.82% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
7IH
72 Investment Holdings Stamford, Connecticut $49.6M AUM 684.72% 1-Year Est. Return

Wealthspire Advisors (New York)'s LENZ Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of LENZ Therapeutics (LENZ) in Q4 2025, closing a stake of 608 shares — an estimated $28.3K sold.

Wealthspire Advisors (New York) first reported a position in LENZ in Q3 2025 and held it in 1 quarter. The position peaked at $28.3K in Q3 2025. 160 funds tracked by Wall St. Rank hold LENZ as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining LENZ Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 608 LENZ Therapeutics shares in Q4 2025, an estimated $28.3K.
  • Wealthspire Advisors (New York) first reported a position in LENZ Therapeutics in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s LENZ Therapeutics position peaked at $28.3K in Q3 2025.
  • 160 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.