Carson Wealth (CWM LLC)’s Catalyst Pharmaceutical CPRX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CPRX Stock Details CPRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$330K	Buy	13,325 +525	+4%	+$12.5K	﹤0.01%	2313
2025 Q4	$299K	Buy	12,800 +91	+0.7%	+$2.03K	﹤0.01%	2258
2025 Q3	$250K	Sell	12,709 -2,682	-17%	-$55.2K	﹤0.01%	2270
2025 Q2	$334K	Buy	15,391 +1,980	+15%	+$46.7K	﹤0.01%	1794
2025 Q1	$325K	Buy	13,411 +2,401	+22%	+$54.1K	﹤0.01%	1628
2024 Q4	$230K	Buy	11,010 +1,712	+18%	+$36.8K	﹤0.01%	1738
2024 Q3	$185K	Buy	9,298 +5,232	+129%	+$97K	﹤0.01%	1795
2024 Q2	$63K	Buy	4,066 +3,549	+686%	+$55.3K	﹤0.01%	2300
2024 Q1	$8K	Buy	517 +205	+66%	+$3.09K	﹤0.01%	3444
2023 Q4	$5K	Buy	312 +110	+54%	+$1.5K	﹤0.01%	3491
2023 Q3	$2K	Buy	202 +121	+149%	+$1.62K	﹤0.01%	3773
2023 Q2	$1K	Sell	81 -214	-73%	-$3.08K	﹤0.01%	3933
2023 Q1	$5K	Buy	295 +151	+105%	+$2.49K	﹤0.01%	3270
2022 Q4	$3K	Buy	144 +121	+526%	+$1.86K	﹤0.01%	3386
2022 Q3	$0	Hold	23	–	–	﹤0.01%	3948
2022 Q2	$0	Sell	23 -500	-96%	-$3.67K	﹤0.01%	3827
2022 Q1	$4K	Hold	523	–	–	﹤0.01%	2908
2021 Q4	$4K	Buy	+523	New	+$3.44K	﹤0.01%	2807
2021 Q2	$5K	Hold	790	–	–	﹤0.01%	2344
2021 Q1	$5K	Hold	790	–	–	﹤0.01%	2344
2020 Q4	$5K	Hold	790	–	–	﹤0.01%	2344
2020 Q3	$5K	Hold	790	–	–	﹤0.01%	2344
2020 Q2	$5K	Hold	790	–	–	﹤0.01%	2342
2020 Q1	$5K	Hold	790	–	–	﹤0.01%	2342
2019 Q4	$5K	Hold	790	–	–	﹤0.01%	2342
2019 Q3	$5K	Hold	790	–	–	﹤0.01%	2342
2019 Q2	$5K	Hold	790	–	–	﹤0.01%	2342
2019 Q1	$5K	Buy	790 +290	+58%	+$853	﹤0.01%	2341
2018 Q4	$1K	Hold	500	–	–	﹤0.01%	1865
2018 Q3	$2K	Hold	500	–	–	﹤0.01%	1513
2018 Q2	$2K	Hold	500	–	–	﹤0.01%	1364
2018 Q1	$1K	Hold	500	–	–	﹤0.01%	1255
2017 Q4	$2K	Hold	500	–	–	﹤0.01%	1261
2017 Q3	$1K	Hold	500	–	–	﹤0.01%	1353
2017 Q2	$1K	Hold	500	–	–	﹤0.01%	1078
2017 Q1	$1K	Hold	500	–	–	﹤0.01%	1045
2016 Q4	$1K	Hold	500	–	–	﹤0.01%	1039
2016 Q3	$1K	Hold	500	–	–	﹤0.01%	944
2016 Q2	$0	Hold	500	–	–	﹤0.01%	801
2016 Q1	$1K	Hold	500	–	–	﹤0.01%	705
2015 Q4	$1K	Hold	500	–	–	﹤0.01%	636
2015 Q3	$2K	Buy	+500	New	+$2.16K	﹤0.01%	570

Other funds holding CPRX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Carson Wealth (CWM LLC) increased its Catalyst Pharmaceutical (CPRX) stake by 4.1% in Q1 2026, buying an estimated $12.5K and bringing the position to 13,325 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Carson Wealth (CWM LLC) first reported a position in CPRX in Q3 2015 and has held it in 42 quarters since. The position peaked at $334K in Q2 2025. 380 funds tracked by Wall St. Rank hold CPRX as of Q1 2026.

Carson Wealth (CWM LLC) held 13,325 shares of Catalyst Pharmaceutical worth $330K as of Q1 2026.
Carson Wealth (CWM LLC) bought 525 Catalyst Pharmaceutical shares in Q1 2026, an estimated $12.5K.
Catalyst Pharmaceutical made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2313 holding.
Carson Wealth (CWM LLC) first reported a position in Catalyst Pharmaceutical in Q3 2015 and has held it in 42 quarters since.
Carson Wealth (CWM LLC)'s Catalyst Pharmaceutical position peaked at $334K in Q2 2025.
380 funds tracked by Wall St. Rank held Catalyst Pharmaceutical as of Q1 2026.

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