Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s CRISPR Therapeutics CRSP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CRSP Stock Details CRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$297K Buy
6,238
+2,617
+72% +$138K ﹤0.01% 2394
2025
Q4 		$190K Buy
3,621
+636
+21% +$38.1K ﹤0.01% 2613
2025
Q3 		$193K Buy
2,985
+644
+28% +$37K ﹤0.01% 2470
2025
Q2 		$114K Sell
2,341
-1,462
-38% -$56.6K ﹤0.01% 2596
2025
Q1 		$129K Buy
3,803
+3,533
+1,309% +$150K ﹤0.01% 2215
2024
Q4 		$11K Sell
270
-18,984
-99% -$896K ﹤0.01% 3801
2024
Q3 		$905K Sell
19,254
-3,132
-14% -$159K ﹤0.01% 1096
2024
Q2 		$1.21M Buy
22,386
+22,199
+11,871% +$1.28M 0.01% 807
2024
Q1 		$13K Buy
187
+13
+7% +$931 ﹤0.01% 3171
2023
Q4 		$11K Sell
174
-408
-70% -$22.6K ﹤0.01% 3125
2023
Q3 		$26K Buy
582
+260
+81% +$13.4K ﹤0.01% 2495
2023
Q2 		$18K Buy
322
+108
+50% +$6.13K ﹤0.01% 2705
2023
Q1 		$10K Sell
214
-102
-32% -$4.95K ﹤0.01% 2936
2022
Q4 		$13K Sell
316
-89
-22% -$4.72K ﹤0.01% 2641
2022
Q3 		$26K Sell
405
-226
-36% -$16.4K ﹤0.01% 2046
2022
Q2 		$38K Sell
631
-26,949
-98% -$1.58M ﹤0.01% 1752
2022
Q1 		$1.73M Sell
27,580
-4,184
-13% -$263K 0.01% 431
2021
Q4 		$2.41M Buy
+31,764
New +$2.77M 0.02% 397
2021
Q2 		$8K Hold
50
– – ﹤0.01% 2179
2021
Q1 		$8K Hold
50
– – ﹤0.01% 2179
2020
Q4 		$8K Hold
50
– – ﹤0.01% 2179
2020
Q3 		$8K Hold
50
– – ﹤0.01% 2179
2020
Q2 		$8K Hold
50
– – ﹤0.01% 2179
2020
Q1 		$8K Hold
50
– – ﹤0.01% 2179
2019
Q4 		$8K Hold
50
– – ﹤0.01% 2179
2019
Q3 		$8K Hold
50
– – ﹤0.01% 2179
2019
Q2 		$8K Hold
50
– – ﹤0.01% 2179
2019
Q1 		$8K Buy
+50
New +$1.73K ﹤0.01% 2179

Other funds holding CRSP

AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GP
GSK plc London $602M AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
SOCM
SR One Capital Management Wayne, Pennsylvania $1.04B AUM 262.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CRISPR Therapeutics (CRSP) stake by 72% in Q1 2026, buying an estimated $138K and bringing the position to 6,238 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Carson Wealth (CWM LLC) first reported a position in CRSP in Q1 2019 and has held it in 28 quarters since. The position peaked at $2.41M in Q4 2021. 491 funds tracked by Wall St. Rank hold CRSP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 6,238 shares of CRISPR Therapeutics worth $297K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,617 CRISPR Therapeutics shares in Q1 2026, an estimated $138K.
  • CRISPR Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2394 holding.
  • Carson Wealth (CWM LLC) first reported a position in CRISPR Therapeutics in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s CRISPR Therapeutics position peaked at $2.41M in Q4 2021.
  • 491 funds tracked by Wall St. Rank held CRISPR Therapeutics as of Q1 2026.

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