Carson Wealth (CWM LLC)’s Caribou Biosciences CRBU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$260	Sell	137 -438	-76%	-$752	﹤0.01%	5511
2025 Q4	$1K	Sell	575 -1,860	-76%	-$3.9K	﹤0.01%	5187
2025 Q3	$6K	Sell	2,435 -31,404	-93%	-$59.3K	﹤0.01%	4664
2025 Q2	$43K	Buy	33,839 +11,798	+54%	+$11.6K	﹤0.01%	3390
2025 Q1	$20K	Buy	22,041 +17,743	+413%	+$23.1K	﹤0.01%	3663
2024 Q4	$7K	Buy	4,298 +3,075	+251%	+$6.18K	﹤0.01%	4035
2024 Q3	$2K	Buy	1,223 +1,052	+615%	+$2.15K	﹤0.01%	4368
2024 Q2	$0	Buy	171 +170	+17,000%	+$543	﹤0.01%	4630
2024 Q1	$0	Buy	+1	New	+$6	﹤0.01%	4370

Other funds holding CRBU

Pfizer New York $239M AUM 232.47% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KCM

Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Caribou Biosciences (CRBU) stake by 76% in Q1 2026, selling an estimated $752 and leaving 137 shares worth $260. The position accounts for ﹤0.01% of the portfolio, ranked #5511.

Carson Wealth (CWM LLC) first reported a position in CRBU in Q1 2024 and has held it in 9 quarters since. The position peaked at $43K in Q2 2025. 137 funds tracked by Wall St. Rank hold CRBU as of Q1 2026.

Carson Wealth (CWM LLC) held 137 shares of Caribou Biosciences worth $260 as of Q1 2026.
Carson Wealth (CWM LLC) sold 438 Caribou Biosciences shares in Q1 2026, an estimated $752.
Caribou Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5511 holding.
Carson Wealth (CWM LLC) first reported a position in Caribou Biosciences in Q1 2024 and has held it in 9 quarters since.
Carson Wealth (CWM LLC)'s Caribou Biosciences position peaked at $43K in Q2 2025.
137 funds tracked by Wall St. Rank held Caribou Biosciences as of Q1 2026.

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