Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CareDx CDNA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Buy
14,077
+6,670
+90% +$126K ﹤0.01% 2551
2025
Q4 		$140K Buy
7,407
+4,026
+119% +$67.4K ﹤0.01% 2830
2025
Q3 		$49K Sell
3,381
-1,627
-32% -$23.2K ﹤0.01% 3543
2025
Q2 		$98K Sell
5,008
-7,405
-60% -$132K ﹤0.01% 2741
2025
Q1 		$220K Buy
12,413
+2,319
+23% +$49.9K ﹤0.01% 1859
2024
Q4 		$216K Buy
10,094
+2,490
+33% +$60.6K ﹤0.01% 1777
2024
Q3 		$237K Buy
7,604
+6,452
+560% +$161K ﹤0.01% 1671
2024
Q2 		$18K Sell
1,152
-297
-20% -$3.59K ﹤0.01% 3168
2024
Q1 		$15K Buy
1,449
+1,383
+2,095% +$13.8K ﹤0.01% 3076
2023
Q4 		$1K Sell
66
-223
-77% -$1.83K ﹤0.01% 3910
2023
Q3 		$2K Sell
289
-399
-58% -$3.69K ﹤0.01% 3762
2023
Q2 		$6K Sell
688
-453
-40% -$3.78K ﹤0.01% 3329
2023
Q1 		$10K Buy
1,141
+976
+592% +$12.5K ﹤0.01% 2931
2022
Q4 		$2K Buy
165
+129
+358% +$1.91K ﹤0.01% 3515
2022
Q3 		$1K Buy
36
+15
+71% +$322 ﹤0.01% 3607
2022
Q2 		$0 Buy
21
+10
+91% +$277 ﹤0.01% 3807
2022
Q1 		$0 Sell
11
-3
-21% -$117 ﹤0.01% 3548
2021
Q4 		$1K Buy
+14
New +$731 ﹤0.01% 3261

Other funds holding CDNA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Chevy Chase Trust
Chevy Chase Trust Bethesda, Maryland $38.8B AUM 41.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CareDx (CDNA) stake by 90% in Q1 2026, buying an estimated $126K and bringing the position to 14,077 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #2551.

Carson Wealth (CWM LLC) first reported a position in CDNA in Q4 2021 and has held it in 18 quarters since. 191 funds tracked by Wall St. Rank hold CDNA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,077 shares of CareDx worth $244K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,670 CareDx shares in Q1 2026, an estimated $126K.
  • CareDx made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2551 holding.
  • Carson Wealth (CWM LLC) first reported a position in CareDx in Q4 2021 and has held it in 18 quarters since.
  • 191 funds tracked by Wall St. Rank held CareDx as of Q1 2026.

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