Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Black Diamond Therapeutics BDTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BDTX Stock Details BDTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158 Sell
74
-291
-80% -$692 ﹤0.01% 5549
2025
Q4 		$1K Sell
365
-1,105
-75% -$3.91K ﹤0.01% 5171
2025
Q3 		$6K Sell
1,470
-12,868
-90% -$37.6K ﹤0.01% 4657
2025
Q2 		$36K Buy
14,338
+9,746
+212% +$18.8K ﹤0.01% 3503
2025
Q1 		$7K Buy
4,592
+4,464
+3,488% +$9.36K ﹤0.01% 4264
2024
Q4 		$0 Sell
128
-89
-41% -$255 ﹤0.01% 4906
2024
Q3 		$1K Buy
217
+208
+2,311% +$1.13K ﹤0.01% 4518
2024
Q2 		$0 Hold
9
– – ﹤0.01% 4590
2024
Q1 		$0 Hold
9
– – ﹤0.01% 4321
2023
Q4 		$0 Hold
9
– – ﹤0.01% 4136
2023
Q3 		$0 Hold
9
– – ﹤0.01% 4182
2023
Q2 		$0 Hold
9
– – ﹤0.01% 4175
2023
Q1 		$0 Hold
9
– – ﹤0.01% 4047
2022
Q4 		$0 Hold
9
– – ﹤0.01% 3968
2022
Q3 		$0 Hold
9
– – ﹤0.01% 3904
2022
Q2 		$0 Hold
9
– – ﹤0.01% 3779
2022
Q1 		$0 Hold
9
– – ﹤0.01% 3525
2021
Q4 		$0 Buy
+9
New +$63 ﹤0.01% 3491

Other funds holding BDTX

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Black Diamond Therapeutics (BDTX) stake by 80% in Q1 2026, selling an estimated $692 and leaving 74 shares worth $158. The position accounts for ﹤0.01% of the portfolio, ranked #5549.

Carson Wealth (CWM LLC) first reported a position in BDTX in Q4 2021 and has held it in 18 quarters since. The position peaked at $36K in Q2 2025. 104 funds tracked by Wall St. Rank hold BDTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 74 shares of Black Diamond Therapeutics worth $158 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 291 Black Diamond Therapeutics shares in Q1 2026, an estimated $692.
  • Black Diamond Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5549 holding.
  • Carson Wealth (CWM LLC) first reported a position in Black Diamond Therapeutics in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Black Diamond Therapeutics position peaked at $36K in Q2 2025.
  • 104 funds tracked by Wall St. Rank held Black Diamond Therapeutics as of Q1 2026.

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