Carson Wealth (CWM LLC)’s Aldeyra Therapeutics ALDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$155K Buy
91,623
+48,318
+112% +$212K ﹤0.01% 2941
2025
Q4
$224K Sell
43,305
-15,074
-26% -$77.4K ﹤0.01% 2476
2025
Q3
$305K Buy
58,379
+16,621
+40% +$86.7K ﹤0.01% 2118
2025
Q2
$160K Buy
41,758
+22,514
+117% +$58.2K ﹤0.01% 2363
2025
Q1
$111K Buy
19,244
+17,722
+1,164% +$105K ﹤0.01% 2350
2024
Q4
$8K Buy
1,522
+618
+68% +$3.17K ﹤0.01% 3962
2024
Q3
$5K Buy
904
+165
+22% +$785 ﹤0.01% 4059
2024
Q2
$2K Buy
739
+539
+270% +$2.11K ﹤0.01% 4152
2024
Q1
$1K Buy
200
+9
+5% +$30 ﹤0.01% 4060
2023
Q4
$1K Buy
+191
New +$589 ﹤0.01% 3884
2022
Q2
Sell
-39
Closed 3751
2022
Q1
$0 Buy
+39
New +$155 ﹤0.01% 3496

Other funds holding ALDX

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

Carson Wealth (CWM LLC) increased its Aldeyra Therapeutics (ALDX) stake by 112% in Q1 2026, buying an estimated $212K and bringing the position to 91,623 shares worth $155K. The position accounts for ﹤0.01% of the portfolio, ranked #2941.

Carson Wealth (CWM LLC) first reported a position in ALDX in Q1 2022 and has held it in 11 quarters since. The position peaked at $305K in Q3 2025. 126 funds tracked by Wall St. Rank hold ALDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 91,623 shares of Aldeyra Therapeutics worth $155K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 48,318 Aldeyra Therapeutics shares in Q1 2026, an estimated $212K.
  • Aldeyra Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2941 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aldeyra Therapeutics in Q1 2022 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Aldeyra Therapeutics position peaked at $305K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held Aldeyra Therapeutics as of Q1 2026.

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