Carson Wealth (CWM LLC)
ARDX icon

Carson Wealth (CWM LLC)’s Ardelyx ARDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARDX Stock Details ARDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$703K Buy
117,430
+24,981
+27% +$165K ﹤0.01% 1783
2025
Q4 		$539K Sell
92,449
-21,782
-19% -$121K ﹤0.01% 1874
2025
Q3 		$629K Buy
114,231
+33,973
+42% +$185K ﹤0.01% 1674
2025
Q2 		$315K Buy
80,258
+481
+0.6% +$1.98K ﹤0.01% 1831
2025
Q1 		$392K Buy
79,777
+78,063
+4,554% +$419K ﹤0.01% 1556
2024
Q4 		$9K Sell
1,714
-11,100
-87% -$61.3K ﹤0.01% 3903
2024
Q3 		$88K Buy
12,814
+9,821
+328% +$57.9K ﹤0.01% 2279
2024
Q2 		$22K Buy
2,993
+2,983
+29,830% +$21K ﹤0.01% 3042
2024
Q1 		$0 Buy
+10
New +$86 ﹤0.01% 4297
2023
Q4 		– Sell
-126
Closed -$1K – 4114
2023
Q3 		$1K Hold
126
– – ﹤0.01% 3916
2023
Q2 		$0 Buy
+126
New +$517 ﹤0.01% 4159
2022
Q3 		– Sell
-400
Closed – – 3889
2022
Q2 		$0 Buy
+400
New +$295 ﹤0.01% 3764

Other funds holding ARDX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Vanguard Portfolio Management
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Ardelyx (ARDX) stake by 27% in Q1 2026, buying an estimated $165K and bringing the position to 117,430 shares worth $703K. The position accounts for ﹤0.01% of the portfolio, ranked #1783.

Carson Wealth (CWM LLC) first reported a position in ARDX in Q2 2022 and has held it in 12 quarters since. 241 funds tracked by Wall St. Rank hold ARDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 117,430 shares of Ardelyx worth $703K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24,981 Ardelyx shares in Q1 2026, an estimated $165K.
  • Ardelyx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1783 holding.
  • Carson Wealth (CWM LLC) first reported a position in Ardelyx in Q2 2022 and has held it in 12 quarters since.
  • 241 funds tracked by Wall St. Rank held Ardelyx as of Q1 2026.

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