Position in CRSP
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$599
+$23 QoQ
Shares Held
11
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#487
of 521 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026Concord Wealth Partners holds $158,287 across 14 Biotechnology names. CRSP ranks #7 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KRYS |
Krystal Biotech, Inc.
|
213 | $79,165 | |
| 2 | ALNY |
Alnylam Pharmaceuticals, Inc.
|
200 | $60,206 | |
| 3 | AGIO |
Agios Pharmaceuticals, Inc.
|
200 | $7,422 | |
| 4 | HALO |
Halozyme Therapeutics, Inc.
|
66 | $5,165 | |
| 5 | TECH |
BIO-TECHNE Corp
|
44 | $3,108 | |
| 6 | FTRE |
Fortrea Holdings Inc.
|
60 | $1,044 | |
| 7 | CRSP |
CRISPR Therapeutics AG
This page
|
11 | $599 | |
| 8 | MIRM |
Mirum Pharmaceuticals, Inc.
|
5 | $585 |
All Filings in CRSP
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599 | 11 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $576 | 11 | Shares | Sole | 2026-01-29 | |
| 2025-06-30 | $535 | 11 | Shares | Sole | 2025-07-25 | |
| 2024-09-30 | $516 | 11 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,080 | 20 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,112 | 31 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $1,252 | 20 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $7,217 | 159 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $15,999 | 285 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $9,905 | 219 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $53,454 | 1,315 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $174,592 | 2,873 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $74,570 | 1,188 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $60,320 | 796 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $23,617 | 211 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $89,039 | 550 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $70,063 | 575 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||