Carson Wealth (CWM LLC)
ARTV

Carson Wealth (CWM LLC)’s Artiva Biotherapeutics ARTV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ARTV Stock Details ARTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10
Closed – – 5608
2025
Q2 		$0 Sell
10
-175
-95% -$368 ﹤0.01% 5352
2025
Q1 		$1K Buy
185
+53
+40% +$286 ﹤0.01% 5022
2024
Q4 		$1K Buy
+132
New +$1.58K ﹤0.01% 4859

Other funds holding ARTV

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $360M AUM 345.76% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ARTV Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Artiva Biotherapeutics (ARTV) in Q3 2025, closing a stake of 10 shares.

Carson Wealth (CWM LLC) first reported a position in ARTV in Q4 2024 and held it in 3 quarters. The position peaked at $1K in Q1 2025. 40 funds tracked by Wall St. Rank hold ARTV as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Artiva Biotherapeutics position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 10 Artiva Biotherapeutics shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Artiva Biotherapeutics in Q4 2024 and held it in 3 quarters.
  • Carson Wealth (CWM LLC)'s Artiva Biotherapeutics position peaked at $1K in Q1 2025.
  • 40 funds tracked by Wall St. Rank held Artiva Biotherapeutics as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.