Carson Wealth (CWM LLC)
BLFS

Carson Wealth (CWM LLC)’s BioLife Solutions BLFS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BLFS Stock Details BLFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.91K Buy
205
+66
+47% +$1.46K ﹤0.01% 5109
2025
Q4 		$3K Sell
139
-19
-12% -$497 ﹤0.01% 4950
2025
Q3 		$4K Buy
158
+66
+72% +$1.57K ﹤0.01% 4791
2025
Q2 		$2K Sell
92
-79
-46% -$1.78K ﹤0.01% 4852
2025
Q1 		$4K Buy
171
+58
+51% +$1.53K ﹤0.01% 4513
2024
Q4 		$3K Sell
113
-21
-16% -$523 ﹤0.01% 4381
2024
Q3 		$3K Buy
134
+19
+17% +$449 ﹤0.01% 4242
2024
Q2 		$2K Buy
115
+13
+13% +$252 ﹤0.01% 4168
2024
Q1 		$2K Hold
102
– – ﹤0.01% 3936
2023
Q4 		$2K Sell
102
-503
-83% -$6.42K ﹤0.01% 3780
2023
Q3 		$8K Buy
605
+51
+9% +$804 ﹤0.01% 3227
2023
Q2 		$12K Hold
554
– – ﹤0.01% 2967
2023
Q1 		$12K Buy
554
+240
+76% +$5.4K ﹤0.01% 2835
2022
Q4 		$6K Buy
314
+14
+5% +$289 ﹤0.01% 3054
2022
Q3 		$7K Hold
300
– – ﹤0.01% 2881
2022
Q2 		$4K Buy
300
+269
+868% +$3.95K ﹤0.01% 3052
2022
Q1 		$1K Buy
+31
New +$816 ﹤0.01% 3299

Other funds holding BLFS

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CC
Casdin Capital New York $2B AUM 147.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its BioLife Solutions (BLFS) stake by 47% in Q1 2026, buying an estimated $1.46K and bringing the position to 205 shares worth $3.91K. The position accounts for ﹤0.01% of the portfolio, ranked #5109.

Carson Wealth (CWM LLC) first reported a position in BLFS in Q1 2022 and has held it in 17 quarters since. The position peaked at $12K in Q2 2023. 187 funds tracked by Wall St. Rank hold BLFS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 205 shares of BioLife Solutions worth $3.91K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 66 BioLife Solutions shares in Q1 2026, an estimated $1.46K.
  • BioLife Solutions made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5109 holding.
  • Carson Wealth (CWM LLC) first reported a position in BioLife Solutions in Q1 2022 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s BioLife Solutions position peaked at $12K in Q2 2023.
  • 187 funds tracked by Wall St. Rank held BioLife Solutions as of Q1 2026.

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