Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Denali Therapeutics DNLI Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio DNLI Stock Details DNLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$89.3K Buy
4,651
+2,045
+78% +$40.7K ﹤0.01% 3369
2025
Q4 		$43K Buy
2,606
+209
+9% +$3.53K ﹤0.01% 3706
2025
Q3 		$35K Buy
2,397
+122
+5% +$1.75K ﹤0.01% 3782
2025
Q2 		$32K Buy
2,275
+251
+12% +$3.53K ﹤0.01% 3607
2025
Q1 		$28K Sell
2,024
-378
-16% -$7.24K ﹤0.01% 3437
2024
Q4 		$49K Buy
2,402
+249
+12% +$6.37K ﹤0.01% 2813
2024
Q3 		$63K Buy
2,153
+654
+44% +$16.2K ﹤0.01% 2520
2024
Q2 		$35K Sell
1,499
-271
-15% -$5.2K ﹤0.01% 2717
2024
Q1 		$36K Sell
1,770
-241
-12% -$4.53K ﹤0.01% 2514
2023
Q4 		$43K Buy
2,011
+1,376
+217% +$27.3K ﹤0.01% 2266
2023
Q3 		$13K Sell
635
-22
-3% -$558 ﹤0.01% 2973
2023
Q2 		$19K Buy
657
+388
+144% +$10.9K ﹤0.01% 2665
2023
Q1 		$6K Buy
269
+209
+348% +$5.75K ﹤0.01% 3196
2022
Q4 		$2K Sell
60
-20
-25% -$595 ﹤0.01% 3527
2022
Q3 		$2K Buy
80
+11
+16% +$358 ﹤0.01% 3441
2022
Q2 		$2K Buy
+69
New +$1.81K ﹤0.01% 3317

Other funds holding DNLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Denali Therapeutics (DNLI) stake by 78% in Q1 2026, buying an estimated $40.7K and bringing the position to 4,651 shares worth $89.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Carson Wealth (CWM LLC) first reported a position in DNLI in Q2 2022 and has held it in 16 quarters since. 269 funds tracked by Wall St. Rank hold DNLI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,651 shares of Denali Therapeutics worth $89.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,045 Denali Therapeutics shares in Q1 2026, an estimated $40.7K.
  • Denali Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3369 holding.
  • Carson Wealth (CWM LLC) first reported a position in Denali Therapeutics in Q2 2022 and has held it in 16 quarters since.
  • 269 funds tracked by Wall St. Rank held Denali Therapeutics as of Q1 2026.

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