Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Compass Therapeutics CMPX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CMPX Stock Details CMPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.8K Buy
4,317
+1,258
+41% +$7.26K ﹤0.01% 4325
2025
Q4 		$16K Buy
3,059
+1,168
+62% +$5.39K ﹤0.01% 4289
2025
Q3 		$7K Buy
1,891
+645
+52% +$2.04K ﹤0.01% 4606
2025
Q2 		$3K Buy
1,246
+368
+42% +$759 ﹤0.01% 4749
2025
Q1 		$2K Buy
878
+319
+57% +$848 ﹤0.01% 4732
2024
Q4 		$1K Sell
559
-117
-17% -$194 ﹤0.01% 4676
2024
Q3 		$1K Buy
676
+533
+373% +$664 ﹤0.01% 4537
2024
Q2 		$0 Sell
143
-18
-11% -$26 ﹤0.01% 4626
2024
Q1 		$0 Buy
161
+3
+2% +$5 ﹤0.01% 4363
2023
Q4 		$0 Buy
+158
New +$273 ﹤0.01% 4178

Other funds holding CMPX

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
ES
Enavate Sciences Menlo Park, California $345M AUM 134.64% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its Compass Therapeutics (CMPX) stake by 41% in Q1 2026, buying an estimated $7.26K and bringing the position to 4,317 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #4325.

Carson Wealth (CWM LLC) first reported a position in CMPX in Q4 2023 and has held it in 10 quarters since. 201 funds tracked by Wall St. Rank hold CMPX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,317 shares of Compass Therapeutics worth $22.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,258 Compass Therapeutics shares in Q1 2026, an estimated $7.26K.
  • Compass Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4325 holding.
  • Carson Wealth (CWM LLC) first reported a position in Compass Therapeutics in Q4 2023 and has held it in 10 quarters since.
  • 201 funds tracked by Wall St. Rank held Compass Therapeutics as of Q1 2026.

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