Carson Wealth (CWM LLC)
AARD

Carson Wealth (CWM LLC)’s Aardvark Therapeutics AARD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AARD Stock Details AARD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Buy
6,035
+6,018
+35,400% +$62.4K ﹤0.01% 4328
2025
Q4 		$0 Buy
17
+2
+13% +$25 ﹤0.01% 5721
2025
Q3 		$0 Buy
+15
New +$169 ﹤0.01% 5628

Other funds holding AARD

DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
TAM
TFG Asset Management Grand Cayman, Cayman Islands $515M AUM 24.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Carson Wealth (CWM LLC)'s AARD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Aardvark Therapeutics (AARD) stake by 35,400% in Q1 2026, buying an estimated $62.4K and bringing the position to 6,035 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4328.

Carson Wealth (CWM LLC) first reported a position in AARD in Q3 2025 and has held it in 3 quarters since. 79 funds tracked by Wall St. Rank hold AARD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,035 shares of Aardvark Therapeutics worth $22.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,018 Aardvark Therapeutics shares in Q1 2026, an estimated $62.4K.
  • Aardvark Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4328 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aardvark Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 79 funds tracked by Wall St. Rank held Aardvark Therapeutics as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.