CWA
CARM

Carolina Wealth Advisors’s Carisma Therapeutics CARM Stock Holding History

Carolina 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
-150
Closed -$41 – 276
2025
Q3 		$41 Hold
150
– – ﹤0.01% 229
2025
Q2 		$59 Hold
150
– – ﹤0.01% 266
2025
Q1 		$47 Hold
150
– – ﹤0.01% 281
2024
Q4 		$63 Buy
+150
New +$124 ﹤0.01% 293

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

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

Carolina Wealth Advisors sold out of Carisma Therapeutics (CARM) in Q4 2025, closing a stake of 150 shares — an estimated $41 sold.

Carolina Wealth Advisors first reported a position in CARM in Q4 2024 and held it in 4 quarters. The position peaked at $63 in Q4 2024. 7 funds tracked by Wall St. Rank hold CARM as of Q4 2025.

  • Carolina Wealth Advisors reported no remaining Carisma Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 150 Carisma Therapeutics shares in Q4 2025, an estimated $41.
  • Carolina Wealth Advisors first reported a position in Carisma Therapeutics in Q4 2024 and held it in 4 quarters.
  • Carolina Wealth Advisors's Carisma Therapeutics position peaked at $63 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2025.

Based on Carolina Wealth Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.