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Whipplewood Advisors’s Intellia Therapeutics NTLA Stock Holding History

Whipplewood Advisors’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 		– Sell
-1,600
Closed -$20.5K – 918
2026
Q1 		$20.5K Hold
1,600
– – 0.01% 389
2025
Q4 		$14.4K Hold
1,600
– – 0.01% 264
2025
Q3 		$27.6K Sell
1,600
-1,850
-54% -$22.8K 0.02% 233
2025
Q2 		$32.4K Buy
3,450
+3,447
+114,900% +$28.3K 0.02% 389
2025
Q1 		$24.5K Sell
3
-3,447
-100% -$34.8K 0.01% 418
2024
Q4 		$40.2K Buy
+3,450
New +$53.8K 0.02% 337

Other funds holding NTLA

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
RP
Regeneron Pharmaceuticals Tarrytown, New York $177M AUM 9.82% 1-Year Est. Return

Whipplewood Advisors's NTLA Position: Q2 2026 in Review

Whipplewood Advisors sold out of Intellia Therapeutics (NTLA) in Q2 2026, closing a stake of 1,600 shares — an estimated $20.5K sold.

Whipplewood Advisors first reported a position in NTLA in Q4 2024 and held it in 6 quarters. The position peaked at $40.2K in Q4 2024. 328 funds tracked by Wall St. Rank hold NTLA as of Q2 2026.

  • Whipplewood Advisors reported no remaining Intellia Therapeutics position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 1,600 Intellia Therapeutics shares in Q2 2026, an estimated $20.5K.
  • Whipplewood Advisors first reported a position in Intellia Therapeutics in Q4 2024 and held it in 6 quarters.
  • Whipplewood Advisors's Intellia Therapeutics position peaked at $40.2K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.