Carson Wealth (CWM LLC)
CAI

Carson Wealth (CWM LLC)’s Caris Life Sciences CAI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAI Stock Details CAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15.5K Buy
866
+691
+395% +$15.1K ﹤0.01% 4567
2025
Q4 		$5K Sell
175
-603
-78% -$17K ﹤0.01% 4864
2025
Q3 		$24K Buy
778
+628
+419% +$20K ﹤0.01% 4024
2025
Q2 		$4K Buy
+150
New +$4.04K ﹤0.01% 4734

Other funds holding CAI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHWEPV
J. H. Whitney Equity Partners VI New Canaan, Connecticut $201M AUM
SSP
Sixth Street Partners Dallas, Texas $751B AUM 15.65% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
PC
PointState Capital New York $7.9B AUM 42.31% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Caris Life Sciences (CAI) stake by 395% in Q1 2026, buying an estimated $15.1K and bringing the position to 866 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4567.

Carson Wealth (CWM LLC) first reported a position in CAI in Q2 2025 and has held it in 4 quarters since. The position peaked at $24K in Q3 2025. 202 funds tracked by Wall St. Rank hold CAI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 866 shares of Caris Life Sciences worth $15.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 691 Caris Life Sciences shares in Q1 2026, an estimated $15.1K.
  • Caris Life Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4567 holding.
  • Carson Wealth (CWM LLC) first reported a position in Caris Life Sciences in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s Caris Life Sciences position peaked at $24K in Q3 2025.
  • 202 funds tracked by Wall St. Rank held Caris Life Sciences as of Q1 2026.

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