Carson Wealth (CWM LLC)
CRDF icon

Carson Wealth (CWM LLC)’s Cardiff Oncology CRDF Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRDF Stock Details CRDF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.92K Buy
3,040
+2,545
+514% +$5.23K ﹤0.01% 5034
2025
Q4 		$1K Buy
495
+51
+11% +$118 ﹤0.01% 5188
2025
Q3 		$1K Sell
444
-247
-36% -$683 ﹤0.01% 5094
2025
Q2 		$2K Buy
691
+295
+74% +$900 ﹤0.01% 4862
2025
Q1 		$1K Buy
396
+80
+25% +$316 ﹤0.01% 4881
2024
Q4 		$1K Buy
316
+275
+671% +$860 ﹤0.01% 4679
2024
Q3 		$0 Buy
+41
New +$97 ﹤0.01% 4870
2023
Q2 		– Sell
-850
Closed -$1K – 4206
2023
Q1 		$1K Buy
+850
New +$1.46K ﹤0.01% 3796
2019
Q1 		– Sell
-14
Closed – – 2983
2018
Q4 		$0 Hold
14
– – ﹤0.01% 2108
2018
Q3 		$0 Hold
14
– – ﹤0.01% 1856
2018
Q2 		$0 Hold
14
– – ﹤0.01% 1697
2018
Q1 		$0 Hold
14
– – ﹤0.01% 1427
2017
Q4 		$0 Hold
14
– – ﹤0.01% 1473
2017
Q3 		$1K Hold
14
– – ﹤0.01% 1354
2017
Q2 		$1K Hold
14
– – ﹤0.01% 1079
2017
Q1 		$1K Hold
14
– – ﹤0.01% 1046
2016
Q4 		$2K Sell
14
-3
-18% -$701 ﹤0.01% 973
2016
Q3 		$5K Buy
+17
New +$6.2K ﹤0.01% 821

Other funds holding CRDF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LCM
Laurion Capital Management New York $2.29B AUM 75.73% 1-Year Est. Return
P
Pfizer New York $170M AUM 191.09% 1-Year Est. Return
ACA
Acorn Capital Advisors New York $352M AUM 299.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $8.39B AUM 37.75% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Cardiff Oncology (CRDF) stake by 514% in Q1 2026, buying an estimated $5.23K and bringing the position to 3,040 shares worth $4.92K. The position accounts for ﹤0.01% of the portfolio, ranked #5034.

Carson Wealth (CWM LLC) first reported a position in CRDF in Q3 2016 and has held it in 18 quarters since. The position peaked at $5K in Q3 2016. 117 funds tracked by Wall St. Rank hold CRDF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,040 shares of Cardiff Oncology worth $4.92K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,545 Cardiff Oncology shares in Q1 2026, an estimated $5.23K.
  • Cardiff Oncology made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5034 holding.
  • Carson Wealth (CWM LLC) first reported a position in Cardiff Oncology in Q3 2016 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Cardiff Oncology position peaked at $5K in Q3 2016.
  • 117 funds tracked by Wall St. Rank held Cardiff Oncology as of Q1 2026.

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