Carson Wealth (CWM LLC)
CBLL

Carson Wealth (CWM LLC)’s CeriBell Inc CBLL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CBLL Stock Details CBLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$83K Buy
4,526
+2,685
+146% +$54K ﹤0.01% 3426
2025
Q4 		$40K Buy
1,841
+1,697
+1,178% +$26.3K ﹤0.01% 3773
2025
Q3 		$2K Sell
144
-221
-61% -$2.98K ﹤0.01% 5062
2025
Q2 		$7K Buy
365
+220
+152% +$3.74K ﹤0.01% 4509
2025
Q1 		$3K Buy
+145
New +$3.23K ﹤0.01% 4714

Other funds holding CBLL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
RTM
Red Tree Management Redwood City, California $147M AUM 202.18% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
KC
KCM Capital Shawnee, Kansas $618M AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CeriBell Inc (CBLL) stake by 146% in Q1 2026, buying an estimated $54K and bringing the position to 4,526 shares worth $83K. The position accounts for ﹤0.01% of the portfolio, ranked #3426.

Carson Wealth (CWM LLC) first reported a position in CBLL in Q1 2025 and has held it in 5 quarters since. 122 funds tracked by Wall St. Rank hold CBLL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,526 shares of CeriBell Inc worth $83K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,685 CeriBell Inc shares in Q1 2026, an estimated $54K.
  • CeriBell Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3426 holding.
  • Carson Wealth (CWM LLC) first reported a position in CeriBell Inc in Q1 2025 and has held it in 5 quarters since.
  • 122 funds tracked by Wall St. Rank held CeriBell Inc as of Q1 2026.

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