Carson Wealth (CWM LLC)
CSTL icon

Carson Wealth (CWM LLC)’s Castle Biosciences CSTL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CSTL Stock Details CSTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$73.9K Buy
3,010
+708
+31% +$23.2K ﹤0.01% 3509
2025
Q4 		$90K Buy
2,302
+391
+20% +$12.6K ﹤0.01% 3147
2025
Q3 		$44K Buy
1,911
+853
+81% +$17.3K ﹤0.01% 3628
2025
Q2 		$22K Sell
1,058
-3,084
-74% -$57.1K ﹤0.01% 3841
2025
Q1 		$83K Buy
4,142
+3,699
+835% +$91.6K ﹤0.01% 2578
2024
Q4 		$12K Buy
443
+124
+39% +$3.78K ﹤0.01% 3743
2024
Q3 		$9K Buy
319
+202
+173% +$5.14K ﹤0.01% 3817
2024
Q2 		$3K Buy
117
+105
+875% +$2.34K ﹤0.01% 4054
2024
Q1 		$0 Buy
+12
New +$261 ﹤0.01% 4375
2023
Q4 		– Sell
-25
Closed – – 4193
2023
Q3 		$0 Buy
+25
New +$437 ﹤0.01% 4227
2022
Q2 		– Sell
-20
Closed -$1K – 3832
2022
Q1 		$1K Buy
20
+18
+900% +$744 ﹤0.01% 3320
2021
Q4 		$0 Buy
+2
New +$105 ﹤0.01% 3515

Other funds holding CSTL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RI
RTW Investments New York $10B AUM 135.35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SPPAM
Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Castle Biosciences (CSTL) stake by 31% in Q1 2026, buying an estimated $23.2K and bringing the position to 3,010 shares worth $73.9K. The position accounts for ﹤0.01% of the portfolio, ranked #3509.

Carson Wealth (CWM LLC) first reported a position in CSTL in Q4 2021 and has held it in 12 quarters since. The position peaked at $90K in Q4 2025. 186 funds tracked by Wall St. Rank hold CSTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,010 shares of Castle Biosciences worth $73.9K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 708 Castle Biosciences shares in Q1 2026, an estimated $23.2K.
  • Castle Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3509 holding.
  • Carson Wealth (CWM LLC) first reported a position in Castle Biosciences in Q4 2021 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Castle Biosciences position peaked at $90K in Q4 2025.
  • 186 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2026.

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