Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Celldex Therapeutics CLDX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CLDX Stock Details CLDX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.3K Buy
544
+158
+41% +$4.31K ﹤0.01% 4510
2025
Q4 		$10K Sell
386
-31
-7% -$816 ﹤0.01% 4531
2025
Q3 		$11K Buy
417
+54
+15% +$1.25K ﹤0.01% 4420
2025
Q2 		$7K Buy
363
+256
+239% +$4.98K ﹤0.01% 4435
2025
Q1 		$2K Buy
107
+45
+73% +$1K ﹤0.01% 4730
2024
Q4 		$2K Sell
62
-74
-54% -$2.01K ﹤0.01% 4511
2024
Q3 		$5K Buy
136
+12
+10% +$457 ﹤0.01% 4074
2024
Q2 		$5K Buy
124
+35
+39% +$1.32K ﹤0.01% 3846
2024
Q1 		$4K Buy
89
+2
+2% +$82 ﹤0.01% 3738
2023
Q4 		$3K Buy
87
+61
+235% +$1.79K ﹤0.01% 3672
2023
Q3 		$1K Buy
+26
New +$815 ﹤0.01% 3944

Other funds holding CLDX

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.81B AUM 192.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CC
Commodore Capital New York $1.68B AUM 375.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
EP
Eversept Partners New York $1.93B AUM 160.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Celldex Therapeutics (CLDX) stake by 41% in Q1 2026, buying an estimated $4.31K and bringing the position to 544 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4510.

Carson Wealth (CWM LLC) first reported a position in CLDX in Q3 2023 and has held it in 11 quarters since. 228 funds tracked by Wall St. Rank hold CLDX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 544 shares of Celldex Therapeutics worth $17.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 158 Celldex Therapeutics shares in Q1 2026, an estimated $4.31K.
  • Celldex Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4510 holding.
  • Carson Wealth (CWM LLC) first reported a position in Celldex Therapeutics in Q3 2023 and has held it in 11 quarters since.
  • 228 funds tracked by Wall St. Rank held Celldex Therapeutics as of Q1 2026.

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