Position in CRSP
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$769,777
+$100,277 QoQ
Shares Held
14,114
+0.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#188
of 519 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 36%
Shared 0%
None 64%
Common Shares in CRSP Over Time
Shares Held
Position Value (USD)
Position in Biotechnology
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $9,457,652 across 14 Biotechnology names. CRSP ranks #4 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DYN |
Dyne Therapeutics, Inc.
|
155,270 | $3,448,546 | |
| 2 | ORKA |
Oruka Therapeutics, Inc.
|
14,515 | $1,381,392 | |
| 3 | ASND |
Ascendis Pharma A/S
|
3,842 | $1,024,738 | |
| 4 | CRSP |
CRISPR Therapeutics AG
This page
|
14,114 | $769,777 | |
| 5 | SLS |
SELLAS Life Sciences Group, Inc.
|
41,373 | $610,665 | |
| 6 | VRTX |
Vertex Pharmaceuticals Inc / Ma
|
1,074 | $533,488 | |
| 7 | ARWR |
Arrowhead Pharmaceuticals, Inc.
|
6,269 | $510,986 | |
| 8 | NTLA |
Intellia Therapeutics, Inc.
|
22,707 | $384,202 |
All Filings in CRSP
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $769,777 | 14,114 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $669,500 | 14,074 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $682,873 | 13,022 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $794,440 | 12,258 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $561,792 | 11,550 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $350,815 | 10,309 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $390,293 | 9,916 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $482,531 | 10,271 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $536,913 | 9,941 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $677,851 | 9,945 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $565,904 | 9,040 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $353,179 | 7,781 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $499,814 | 8,903 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $446,872 | 9,880 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $379,427 | 9,334 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $793,937 | 12,149 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $855,520 | 14,078 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $810,925 | 12,919 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $1,211,494 | 15,987 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||