Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coherus Oncology CHRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CHRS Stock Details CHRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$119K Buy
70,341
+30,007
+74% +$53.3K ﹤0.01% 3110
2025
Q4 		$57K Buy
40,334
+4,902
+14% +$7.14K ﹤0.01% 3498
2025
Q3 		$58K Sell
35,432
-4,505
-11% -$5.01K ﹤0.01% 3407
2025
Q2 		$29K Sell
39,937
-9,856
-20% -$8.51K ﹤0.01% 3668
2025
Q1 		$40K Buy
49,793
+24,468
+97% +$28.2K ﹤0.01% 3157
2024
Q4 		$35K Buy
25,325
+4,043
+19% +$4.54K ﹤0.01% 3049
2024
Q3 		$22K Buy
21,282
+17,059
+404% +$23.4K ﹤0.01% 3289
2024
Q2 		$7K Buy
4,223
+4,211
+35,092% +$8.47K ﹤0.01% 3703
2024
Q1 		$0 Buy
+12
New +$30 ﹤0.01% 4353
2023
Q4 		– Sell
-234
Closed -$1K – 4170
2023
Q3 		$1K Buy
234
+203
+655% +$938 ﹤0.01% 3943
2023
Q2 		$0 Sell
31
-372
-92% -$2.19K ﹤0.01% 4200
2023
Q1 		$3K Sell
403
-63
-14% -$489 ﹤0.01% 3471
2022
Q4 		$4K Sell
466
-857
-65% -$6.59K ﹤0.01% 3272
2022
Q3 		$13K Buy
1,323
+142
+12% +$1.44K ﹤0.01% 2504
2022
Q2 		$9K Buy
1,181
+190
+19% +$1.65K ﹤0.01% 2620
2022
Q1 		$13K Buy
+991
New +$12.6K ﹤0.01% 2320

Other funds holding CHRS

TGY2IT
Timothy G. Youngquist 2020 Irrevocable Trust Fort Myers, Florida $510M AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
KKRC
Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
CM
CM Management Gulf Breeze, Florida $157M AUM 60.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Coherus Oncology (CHRS) stake by 74% in Q1 2026, buying an estimated $53.3K and bringing the position to 70,341 shares worth $119K. The position accounts for ﹤0.01% of the portfolio, ranked #3110.

Carson Wealth (CWM LLC) first reported a position in CHRS in Q1 2022 and has held it in 16 quarters since. 158 funds tracked by Wall St. Rank hold CHRS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 70,341 shares of Coherus Oncology worth $119K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 30,007 Coherus Oncology shares in Q1 2026, an estimated $53.3K.
  • Coherus Oncology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3110 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coherus Oncology in Q1 2022 and has held it in 16 quarters since.
  • 158 funds tracked by Wall St. Rank held Coherus Oncology as of Q1 2026.

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