Carson Wealth (CWM LLC)
CADL icon

Carson Wealth (CWM LLC)’s Candel Therapeutics CADL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CADL Stock Details CADL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.9K Buy
387
+350
+946% +$1.91K ﹤0.01% 5293
2025
Q4 		$0 Sell
37
-159
-81% -$855 ﹤0.01% 5394
2025
Q3 		$1K Sell
196
-258
-57% -$1.49K ﹤0.01% 5088
2025
Q2 		$2K Buy
454
+157
+53% +$808 ﹤0.01% 4854
2025
Q1 		$2K Buy
297
+292
+5,840% +$2.39K ﹤0.01% 4728
2024
Q4 		$0 Sell
5
-36
-88% -$213 ﹤0.01% 4920
2024
Q3 		$0 Buy
+41
New +$255 ﹤0.01% 4849

Other funds holding CADL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SVCM
Saturn V Capital Management Austin, Texas $552M AUM 551.78% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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 CADL Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Candel Therapeutics (CADL) stake by 946% in Q1 2026, buying an estimated $1.91K and bringing the position to 387 shares worth $1.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5293.

Carson Wealth (CWM LLC) first reported a position in CADL in Q3 2024 and has held it in 7 quarters since. The position peaked at $2K in Q2 2025. 114 funds tracked by Wall St. Rank hold CADL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 387 shares of Candel Therapeutics worth $1.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 350 Candel Therapeutics shares in Q1 2026, an estimated $1.91K.
  • Candel Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5293 holding.
  • Carson Wealth (CWM LLC) first reported a position in Candel Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Candel Therapeutics position peaked at $2K in Q2 2025.
  • 114 funds tracked by Wall St. Rank held Candel Therapeutics as of Q1 2026.

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