Carson Wealth (CWM LLC)
ALXO icon

Carson Wealth (CWM LLC)’s ALX Oncology ALXO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ALXO Stock Details ALXO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$130 Sell
65
-31
-32% -$59 ﹤0.01% 5560
2025
Q4 		$0 Sell
96
-48
-33% -$73 ﹤0.01% 5353
2025
Q3 		$0 Sell
144
-1,160
-89% -$1K ﹤0.01% 5241
2025
Q2 		$1K Sell
1,304
-5,541
-81% -$2.8K ﹤0.01% 4960
2025
Q1 		$4K Buy
6,845
+4,641
+211% +$5.57K ﹤0.01% 4509
2024
Q4 		$4K Buy
2,204
+2,133
+3,004% +$3.28K ﹤0.01% 4266
2024
Q3 		$0 Sell
71
-14
-16% -$52 ﹤0.01% 4798
2024
Q2 		$1K Buy
+85
New +$1.04K ﹤0.01% 4298

Other funds holding ALXO

RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
VP
venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its ALX Oncology (ALXO) stake by 32% in Q1 2026, selling an estimated $59 and leaving 65 shares worth $130. The position accounts for ﹤0.01% of the portfolio, ranked #5560.

Carson Wealth (CWM LLC) first reported a position in ALXO in Q2 2024 and has held it in 8 quarters since. The position peaked at $4K in Q1 2025. 69 funds tracked by Wall St. Rank hold ALXO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 65 shares of ALX Oncology worth $130 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 31 ALX Oncology shares in Q1 2026, an estimated $59.
  • ALX Oncology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5560 holding.
  • Carson Wealth (CWM LLC) first reported a position in ALX Oncology in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s ALX Oncology position peaked at $4K in Q1 2025.
  • 69 funds tracked by Wall St. Rank held ALX Oncology as of Q1 2026.

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