Carson Wealth (CWM LLC)
AGIO icon

Carson Wealth (CWM LLC)’s Agios Pharmaceuticals AGIO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AGIO Stock Details AGIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$43.3K Buy
1,281
+797
+165% +$22.6K ﹤0.01% 3915
2025
Q4 		$13K Sell
484
-4,307
-90% -$151K ﹤0.01% 4403
2025
Q3 		$192K Sell
4,791
-495
-9% -$18.6K ﹤0.01% 2479
2025
Q2 		$176K Buy
5,286
+3,627
+219% +$110K ﹤0.01% 2281
2025
Q1 		$49K Buy
1,659
+996
+150% +$33K ﹤0.01% 3007
2024
Q4 		$22K Sell
663
-1,504
-69% -$70.7K ﹤0.01% 3362
2024
Q3 		$96K Buy
2,167
+1,836
+555% +$83.4K ﹤0.01% 2213
2024
Q2 		$14K Buy
331
+162
+96% +$5.85K ﹤0.01% 3323
2024
Q1 		$5K Buy
169
+11
+7% +$295 ﹤0.01% 3627
2023
Q4 		$4K Buy
158
+131
+485% +$2.94K ﹤0.01% 3570
2023
Q3 		$1K Buy
27
+19
+238% +$503 ﹤0.01% 3905
2023
Q2 		$0 Sell
8
-6
-43% -$149 ﹤0.01% 4143
2023
Q1 		$0 Buy
14
+6
+75% +$159 ﹤0.01% 4013
2022
Q4 		$0 Sell
8
-7
-47% -$197 ﹤0.01% 3944
2022
Q3 		$0 Hold
15
– – ﹤0.01% 3874
2022
Q2 		$0 Buy
15
+8
+114% +$181 ﹤0.01% 3747
2022
Q1 		$0 Hold
7
– – ﹤0.01% 3493
2021
Q4 		$0 Buy
+7
New +$282 ﹤0.01% 3470
2021
Q2 		$0 Hold
7
– – ﹤0.01% 2921
2021
Q1 		$0 Hold
7
– – ﹤0.01% 2921
2020
Q4 		$0 Hold
7
– – ﹤0.01% 2921
2020
Q3 		$0 Hold
7
– – ﹤0.01% 2921
2020
Q2 		$0 Hold
7
– – ﹤0.01% 2921
2020
Q1 		$0 Hold
7
– – ﹤0.01% 2921
2019
Q4 		$0 Hold
7
– – ﹤0.01% 2920
2019
Q3 		$0 Hold
7
– – ﹤0.01% 2920
2019
Q2 		$0 Hold
7
– – ﹤0.01% 2920
2019
Q1 		$0 Buy
+7
New +$408 ﹤0.01% 2926

Other funds holding AGIO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AC
Armistice Capital New York $8.17B AUM 68.82% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCM
Lynx1 Capital Management San Juan, Puerto Rico $866M AUM 231.68% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $99.8B AUM 45.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Agios Pharmaceuticals (AGIO) stake by 165% in Q1 2026, buying an estimated $22.6K and bringing the position to 1,281 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3915.

Carson Wealth (CWM LLC) first reported a position in AGIO in Q1 2019 and has held it in 28 quarters since. The position peaked at $192K in Q3 2025. 233 funds tracked by Wall St. Rank hold AGIO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,281 shares of Agios Pharmaceuticals worth $43.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 797 Agios Pharmaceuticals shares in Q1 2026, an estimated $22.6K.
  • Agios Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3915 holding.
  • Carson Wealth (CWM LLC) first reported a position in Agios Pharmaceuticals in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Agios Pharmaceuticals position peaked at $192K in Q3 2025.
  • 233 funds tracked by Wall St. Rank held Agios Pharmaceuticals as of Q1 2026.

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