Carson Wealth (CWM LLC)
CAPR icon

Carson Wealth (CWM LLC)’s Capricor Therapeutics CAPR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CAPR Stock Details CAPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.67K Buy
318
+13
+4% +$346 ﹤0.01% 4786
2025
Q4 		$9K Buy
305
+20
+7% +$261 ﹤0.01% 4584
2025
Q3 		$2K Sell
285
-97
-25% -$714 ﹤0.01% 4978
2025
Q2 		$4K Sell
382
-35
-8% -$370 ﹤0.01% 4662
2025
Q1 		$4K Buy
417
+1
+0.2% +$14 ﹤0.01% 4516
2024
Q4 		$6K Sell
416
-11
-3% -$193 ﹤0.01% 4099
2024
Q3 		$6K Buy
+427
New +$2.11K ﹤0.01% 3988

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SCM
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BlackRock
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TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JHC
Jones Hill Capital New York $470M AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Capricor Therapeutics (CAPR) stake by 4.3% in Q1 2026, buying an estimated $346 and bringing the position to 318 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #4786.

Carson Wealth (CWM LLC) first reported a position in CAPR in Q3 2024 and has held it in 7 quarters since. 177 funds tracked by Wall St. Rank hold CAPR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 318 shares of Capricor Therapeutics worth $9.67K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13 Capricor Therapeutics shares in Q1 2026, an estimated $346.
  • Capricor Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4786 holding.
  • Carson Wealth (CWM LLC) first reported a position in Capricor Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • 177 funds tracked by Wall St. Rank held Capricor Therapeutics as of Q1 2026.

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