Carson Wealth (CWM LLC)
CYRX icon

Carson Wealth (CWM LLC)’s CryoPort CYRX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio CYRX Stock Details CYRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$159K Buy
19,211
+1,876
+11% +$16.9K ﹤0.01% 2920
2025
Q4 		$166K Sell
17,335
-43
-0.2% -$406 ﹤0.01% 2714
2025
Q3 		$165K Sell
17,378
-319
-2% -$2.69K ﹤0.01% 2588
2025
Q2 		$132K Buy
17,697
+6,369
+56% +$39.5K ﹤0.01% 2484
2025
Q1 		$69K Buy
11,328
+10,591
+1,437% +$73.3K ﹤0.01% 2708
2024
Q4 		$6K Buy
737
+484
+191% +$3.61K ﹤0.01% 4101
2024
Q3 		$2K Buy
253
+128
+102% +$1.05K ﹤0.01% 4372
2024
Q2 		$1K Buy
125
+39
+45% +$525 ﹤0.01% 4349
2024
Q1 		$2K Buy
86
+63
+274% +$998 ﹤0.01% 3955
2023
Q4 		$0 Buy
23
+3
+15% +$39 ﹤0.01% 4199
2023
Q3 		$0 Sell
20
-2
-9% -$29 ﹤0.01% 4234
2023
Q2 		$0 Hold
22
– – ﹤0.01% 4216
2023
Q1 		$1K Buy
+22
New +$478 ﹤0.01% 3805
2022
Q4 		– Sell
-46
Closed -$1K – 4010
2022
Q3 		$1K Buy
46
+17
+59% +$585 ﹤0.01% 3624
2022
Q2 		$1K Sell
29
-32
-52% -$851 ﹤0.01% 3517
2022
Q1 		$2K Buy
61
+50
+455% +$1.89K ﹤0.01% 3153
2021
Q4 		$1K Buy
+11
New +$761 ﹤0.01% 3277

Other funds holding CYRX

CCM
Cadian Capital Management New York $1.32B AUM 4.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.56% 1-Year Est. Return
MCO
MAK Capital One New York $714M AUM 68.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
M
Mirova Paris, France $2.71B AUM 27.78% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its CryoPort (CYRX) stake by 11% in Q1 2026, buying an estimated $16.9K and bringing the position to 19,211 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #2920.

Carson Wealth (CWM LLC) first reported a position in CYRX in Q4 2021 and has held it in 17 quarters since. The position peaked at $166K in Q4 2025. 165 funds tracked by Wall St. Rank hold CYRX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 19,211 shares of CryoPort worth $159K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,876 CryoPort shares in Q1 2026, an estimated $16.9K.
  • CryoPort made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2920 holding.
  • Carson Wealth (CWM LLC) first reported a position in CryoPort in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s CryoPort position peaked at $166K in Q4 2025.
  • 165 funds tracked by Wall St. Rank held CryoPort as of Q1 2026.

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