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 $535B AUM 26.23% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.58B AUM 138.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
EP
Eversept Partners New York $1.52B AUM 121.13% 1-Year Est. Return