Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Arcturus Therapeutics ARCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARCT Stock Details ARCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$72K Buy
9,324
+9,093
+3,936% +$66.3K ﹤0.01% 3523
2025
Q4 		$1K Buy
231
+25
+12% +$270 ﹤0.01% 5165
2025
Q3 		$4K Sell
206
-3
-1% -$48 ﹤0.01% 4786
2025
Q2 		$3K Sell
209
-197
-49% -$2.33K ﹤0.01% 4740
2025
Q1 		$4K Buy
406
+97
+31% +$1.54K ﹤0.01% 4510
2024
Q4 		$5K Sell
309
-239
-44% -$4.5K ﹤0.01% 4173
2024
Q3 		$13K Buy
548
+13
+2% +$278 ﹤0.01% 3608
2024
Q2 		$13K Sell
535
-8
-1% -$243 ﹤0.01% 3369
2024
Q1 		$18K Buy
543
+3
+0.6% +$106 ﹤0.01% 2959
2023
Q4 		$17K Buy
540
+22
+4% +$523 ﹤0.01% 2861
2023
Q3 		$13K Buy
518
+153
+42% +$4.71K ﹤0.01% 2958
2023
Q2 		$10K Buy
+365
New +$9.94K ﹤0.01% 3053

Other funds holding ARCT

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Arcturus Therapeutics (ARCT) stake by 3,936% in Q1 2026, buying an estimated $66.3K and bringing the position to 9,324 shares worth $72K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Carson Wealth (CWM LLC) first reported a position in ARCT in Q2 2023 and has held it in 12 quarters since. 124 funds tracked by Wall St. Rank hold ARCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,324 shares of Arcturus Therapeutics worth $72K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 9,093 Arcturus Therapeutics shares in Q1 2026, an estimated $66.3K.
  • Arcturus Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3523 holding.
  • Carson Wealth (CWM LLC) first reported a position in Arcturus Therapeutics in Q2 2023 and has held it in 12 quarters since.
  • 124 funds tracked by Wall St. Rank held Arcturus Therapeutics as of Q1 2026.

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