BWA
CARM

Blodgett Wealth Advisors’s Carisma Therapeutics CARM Stock Holding History

Blodgett Wealth Advisors’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-24,001
Closed -$6.58K – 63
2025
Q3 		$6.58K Hold
24,001
– – ﹤0.01% 64
2025
Q2 		$9.4K Hold
24,001
– – 0.01% 61
2025
Q1 		$7.44K Hold
24,001
– – 0.01% 61
2024
Q4 		$10.1K Sell
24,001
-1,000
-4% -$824 0.01% 59
2024
Q3 		$24.5K Sell
25,001
-499
-2% -$541 0.02% 59
2024
Q2 		$38.8K Hold
25,500
– – 0.03% 58
2024
Q1 		$57.9K Hold
25,500
– – 0.05% 63
2023
Q4 		$74.7K Hold
25,500
– – 0.08% 59
2023
Q3 		$108K Sell
25,500
-3,172
-11% -$20.1K 0.12% 58
2023
Q2 		$251K Sell
28,672
-988
-3% -$5.38K 0.26% 50
2023
Q1 		$91.9K Sell
29,660
-340
-1% -$3.24K 0.11% 62
2022
Q4 		$366K Buy
30,000
+13,605
+83% +$143K 0.44% 41
2022
Q3 		$139K Hold
16,395
– – 0.17% 63
2022
Q2 		$266K Hold
16,395
– – 0.29% 56
2022
Q1 		$198K Hold
16,395
– – 0.16% 80
2021
Q4 		$267K Buy
+16,395
New +$330K 0.21% 73

Other funds holding CARM

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OP
ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Blodgett Wealth Advisors's CARM Position: Q4 2025 in Review

Blodgett Wealth Advisors sold out of Carisma Therapeutics (CARM) in Q4 2025, closing a stake of 24,001 shares — an estimated $6.58K sold.

Blodgett Wealth Advisors first reported a position in CARM in Q4 2021 and held it in 16 quarters. The position peaked at $366K in Q4 2022. 7 funds tracked by Wall St. Rank hold CARM as of Q4 2025.

  • Blodgett Wealth Advisors reported no remaining Carisma Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Blodgett Wealth Advisors sold 24,001 Carisma Therapeutics shares in Q4 2025, an estimated $6.58K.
  • Blodgett Wealth Advisors first reported a position in Carisma Therapeutics in Q4 2021 and held it in 16 quarters.
  • Blodgett Wealth Advisors's Carisma Therapeutics position peaked at $366K in Q4 2022.
  • 7 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2025.

Based on Blodgett Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.