Carson Wealth (CWM LLC)
ACTU

Carson Wealth (CWM LLC)’s Actuate Therapeutics ACTU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACTU Stock Details ACTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.12K Buy
1,867
+1,823
+4,143% +$7.55K ﹤0.01% 5015
2025
Q4 		$0 Sell
44
-7
-14% -$48 ﹤0.01% 5706
2025
Q3 		$0 Buy
+51
New +$370 ﹤0.01% 5610

Other funds holding ACTU

BCM
BIOS Capital Management Fort Worth, Texas $52.9M AUM 30.51% 1-Year Est. Return
VC
Voss Capital Houston, Texas $1.88B AUM 1.03% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Connective Capital Management Palo Alto, California $121M AUM 39.82% 1-Year Est. Return
PVM
Palogic Value Management Dallas, Texas $237M AUM 5.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCBWMS
Texas Capital Bank Wealth Management Services Dallas, Texas $1.68B AUM 21.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Actuate Therapeutics (ACTU) stake by 4,143% in Q1 2026, buying an estimated $7.55K and bringing the position to 1,867 shares worth $5.12K. The position accounts for ﹤0.01% of the portfolio, ranked #5015.

Carson Wealth (CWM LLC) first reported a position in ACTU in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold ACTU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,867 shares of Actuate Therapeutics worth $5.12K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,823 Actuate Therapeutics shares in Q1 2026, an estimated $7.55K.
  • Actuate Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5015 holding.
  • Carson Wealth (CWM LLC) first reported a position in Actuate Therapeutics in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Actuate Therapeutics as of Q1 2026.

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