Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Alector ALEC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.3K Buy
28,985
+16,821
+138% +$33.8K ﹤0.01% 3641
2025
Q4 		$19K Sell
12,164
-13,005
-52% -$23.1K ﹤0.01% 4189
2025
Q3 		$75K Sell
25,169
-728
-3% -$1.6K ﹤0.01% 3196
2025
Q2 		$36K Sell
25,897
-7,746
-23% -$9.7K ﹤0.01% 3501
2025
Q1 		$41K Buy
33,643
+26,495
+371% +$43.1K ﹤0.01% 3133
2024
Q4 		$14K Buy
7,148
+3,304
+86% +$12.4K ﹤0.01% 3657
2024
Q3 		$18K Buy
3,844
+3,410
+786% +$18.3K ﹤0.01% 3412
2024
Q2 		$2K Sell
434
-297
-41% -$1.53K ﹤0.01% 4153
2024
Q1 		$4K Buy
731
+631
+631% +$4.13K ﹤0.01% 3721
2023
Q4 		$1K Sell
100
-163
-62% -$966 ﹤0.01% 3885
2023
Q3 		$2K Buy
263
+108
+70% +$699 ﹤0.01% 3746
2023
Q2 		$1K Buy
155
+55
+55% +$384 ﹤0.01% 3894
2023
Q1 		$1K Hold
100
– – ﹤0.01% 3762
2022
Q4 		$1K Sell
100
-400
-80% -$3.49K ﹤0.01% 3679
2022
Q3 		$5K Hold
500
– – ﹤0.01% 3032
2022
Q2 		$5K Hold
500
– – ﹤0.01% 2940
2022
Q1 		$7K Hold
500
– – ﹤0.01% 2665
2021
Q4 		$10K Buy
+500
New +$11.3K ﹤0.01% 2333
2021
Q2 		$10K Hold
500
– – ﹤0.01% 2087
2021
Q1 		$10K Hold
500
– – ﹤0.01% 2087
2020
Q4 		$10K Hold
500
– – ﹤0.01% 2087
2020
Q3 		$10K Hold
500
– – ﹤0.01% 2087
2020
Q2 		$10K Hold
500
– – ﹤0.01% 2087
2020
Q1 		$10K Hold
500
– – ﹤0.01% 2087
2019
Q4 		$10K Hold
500
– – ﹤0.01% 2087
2019
Q3 		$10K Hold
500
– – ﹤0.01% 2087
2019
Q2 		$10K Hold
500
– – ﹤0.01% 2087
2019
Q1 		$10K Buy
+500
New +$9.46K ﹤0.01% 2087

Other funds holding ALEC

TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MC
Merck & Co Kenilworth, New Jersey $526M AUM 175.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3B AUM 119.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Alector (ALEC) stake by 138% in Q1 2026, buying an estimated $33.8K and bringing the position to 28,985 shares worth $62.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3641.

Carson Wealth (CWM LLC) first reported a position in ALEC in Q1 2019 and has held it in 28 quarters since. The position peaked at $75K in Q3 2025. 138 funds tracked by Wall St. Rank hold ALEC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 28,985 shares of Alector worth $62.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 16,821 Alector shares in Q1 2026, an estimated $33.8K.
  • Alector made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3641 holding.
  • Carson Wealth (CWM LLC) first reported a position in Alector in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Alector position peaked at $75K in Q3 2025.
  • 138 funds tracked by Wall St. Rank held Alector as of Q1 2026.

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