Carson Wealth (CWM LLC)
AXGN icon

Carson Wealth (CWM LLC)’s Axogen AXGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AXGN Stock Details AXGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.3K Buy
160
+44
+38% +$1.43K ﹤0.01% 5002
2025
Q4 		$4K Buy
116
+41
+55% +$1.01K ﹤0.01% 4870
2025
Q3 		$1K Buy
75
+27
+56% +$392 ﹤0.01% 5078
2025
Q2 		$1K Sell
48
-142
-75% -$1.86K ﹤0.01% 4968
2025
Q1 		$4K Buy
190
+47
+33% +$848 ﹤0.01% 4511
2024
Q4 		$2K Buy
143
+88
+160% +$1.25K ﹤0.01% 4497
2024
Q3 		$1K Buy
55
+38
+224% +$420 ﹤0.01% 4513
2024
Q2 		$0 Buy
+17
New +$116 ﹤0.01% 4586

Other funds holding AXGN

FLAM
First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
PCH
Polar Capital Holdings London, United Kingdom $42.4B AUM 181.11% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Axogen (AXGN) stake by 38% in Q1 2026, buying an estimated $1.43K and bringing the position to 160 shares worth $5.3K. The position accounts for ﹤0.01% of the portfolio, ranked #5002.

Carson Wealth (CWM LLC) first reported a position in AXGN in Q2 2024 and has held it in 8 quarters since. 221 funds tracked by Wall St. Rank hold AXGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 160 shares of Axogen worth $5.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 44 Axogen shares in Q1 2026, an estimated $1.43K.
  • Axogen made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5002 holding.
  • Carson Wealth (CWM LLC) first reported a position in Axogen in Q2 2024 and has held it in 8 quarters since.
  • 221 funds tracked by Wall St. Rank held Axogen as of Q1 2026.

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