Position in CRSP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,799
+$614 QoQ
Shares Held
88
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#427
of 522 holders
Holding Since
Dec 2024
7 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, 2026Medallion Wealth Advisors, LLC holds $148,755 across 13 Biotechnology names. CRSP ranks #6 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TECH |
BIO-TECHNE Corp
|
1,205 | $85,133 | |
| 2 | CHRS |
Coherus Oncology, Inc.
|
15,000 | $21,000 | |
| 3 | MRNA |
Moderna, Inc.
|
173 | $12,115 | |
| 4 | ROIV |
Roivant Sciences Ltd.
|
277 | $9,803 | |
| 5 | ARGX |
Argenx SE
|
10 | $9,277 | |
| 6 | CRSP |
CRISPR Therapeutics AG
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|
88 | $4,799 | |
| 7 | MNKD |
Mannkind Corp
|
750 | $3,195 | |
| 8 | INVA |
Innoviva, Inc.
|
112 | $2,543 |
All Filings in CRSP
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,799 | 88 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,185 | 88 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $4,613 | 88 | Shares | Sole | 2026-04-24 | |
| 2025-09-30 | $8,035 | 124 | Shares | Sole | 2026-04-24 | |
| 2025-06-30 | $6,029 | 124 | Shares | Sole | 2026-04-24 | |
| 2025-03-31 | $4,218 | 124 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $4,879 | 124 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||