Carson Wealth (CWM LLC)
CERS icon

Carson Wealth (CWM LLC)’s Cerus CERS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CERS Stock Details CERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$264K Buy
144,900
+15,816
+12% +$34.5K ﹤0.01% 2488
2025
Q4 		$266K Buy
129,084
+8,178
+7% +$14.2K ﹤0.01% 2328
2025
Q3 		$192K Buy
120,906
+10,252
+9% +$13.8K ﹤0.01% 2480
2025
Q2 		$156K Buy
110,654
+29,483
+36% +$39.3K ﹤0.01% 2378
2025
Q1 		$113K Buy
81,171
+65,032
+403% +$109K ﹤0.01% 2336
2024
Q4 		$25K Buy
16,139
+12,250
+315% +$21.1K ﹤0.01% 3278
2024
Q3 		$7K Sell
3,889
-181
-4% -$380 ﹤0.01% 3924
2024
Q2 		$7K Buy
4,070
+3,844
+1,701% +$6.88K ﹤0.01% 3701
2024
Q1 		$0 Buy
+226
New +$461 ﹤0.01% 4349
2023
Q3 		– Sell
-866
Closed -$2K – 4211
2023
Q2 		$2K Buy
866
+379
+78% +$901 ﹤0.01% 3762
2023
Q1 		$1K Buy
+487
New +$1.47K ﹤0.01% 3785
2022
Q2 		– Sell
-59
Closed – – 3810
2022
Q1 		$0 Buy
59
+38
+181% +$210 ﹤0.01% 3550
2021
Q4 		$0 Buy
+21
New +$141 ﹤0.01% 3507

Other funds holding CERS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.9B AUM 169.69% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Cerus (CERS) stake by 12% in Q1 2026, buying an estimated $34.5K and bringing the position to 144,900 shares worth $264K. The position accounts for ﹤0.01% of the portfolio, ranked #2488.

Carson Wealth (CWM LLC) first reported a position in CERS in Q4 2021 and has held it in 13 quarters since. The position peaked at $266K in Q4 2025. 169 funds tracked by Wall St. Rank hold CERS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 144,900 shares of Cerus worth $264K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 15,816 Cerus shares in Q1 2026, an estimated $34.5K.
  • Cerus made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2488 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cerus in Q4 2021 and has held it in 13 quarters since.
  • Carson Wealth (CWM LLC)'s Cerus position peaked at $266K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Cerus as of Q1 2026.

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