Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Guardant Health GH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GH Stock Details GH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$254K Buy
2,745
+436
+19% +$43.8K ﹤0.01% 2524
2025
Q4 		$236K Buy
2,309
+289
+14% +$25.9K ﹤0.01% 2430
2025
Q3 		$126K Buy
2,020
+359
+22% +$19.5K ﹤0.01% 2797
2025
Q2 		$86K Sell
1,661
-635
-28% -$28.4K ﹤0.01% 2851
2025
Q1 		$98K Buy
2,296
+1,477
+180% +$63.7K ﹤0.01% 2440
2024
Q4 		$25K Buy
819
+434
+113% +$12.2K ﹤0.01% 3286
2024
Q3 		$9K Sell
385
-19
-5% -$538 ﹤0.01% 3823
2024
Q2 		$12K Sell
404
-22
-5% -$512 ﹤0.01% 3430
2024
Q1 		$9K Sell
426
-126
-23% -$2.7K ﹤0.01% 3392
2023
Q4 		$15K Sell
552
-432
-44% -$11.3K ﹤0.01% 2939
2023
Q3 		$29K Buy
984
+569
+137% +$20K ﹤0.01% 2425
2023
Q2 		$15K Sell
415
-936
-69% -$26.9K ﹤0.01% 2812
2023
Q1 		$32K Sell
1,351
-114
-8% -$3.26K ﹤0.01% 2183
2022
Q4 		$40K Sell
1,465
-220
-13% -$10.1K ﹤0.01% 1875
2022
Q3 		$91K Sell
1,685
-49
-3% -$2.52K ﹤0.01% 1378
2022
Q2 		$70K Buy
1,734
+735
+74% +$36.4K ﹤0.01% 1462
2022
Q1 		$66K Sell
999
-689
-41% -$47.2K ﹤0.01% 1480
2021
Q4 		$169K Buy
+1,688
New +$175K ﹤0.01% 1095
2021
Q2 		$6.47M Hold
52,109
– – 0.05% 253
2021
Q1 		$6.47M Hold
52,109
– – 0.05% 253
2020
Q4 		$6.47M Hold
52,109
– – 0.05% 253
2020
Q3 		$6.47M Hold
52,109
– – 0.05% 253
2020
Q2 		$6.47M Hold
52,109
– – 0.05% 253
2020
Q1 		$6.47M Hold
52,109
– – 0.05% 253
2019
Q4 		$6.47M Hold
52,109
– – 0.05% 253
2019
Q3 		$6.47M Hold
52,109
– – 0.05% 253
2019
Q2 		$6.47M Hold
52,109
– – 0.05% 253
2019
Q1 		$6.47M Buy
52,109
+52,095
+372,107% +$2.89M 0.05% 253
2018
Q4 		$1K Buy
+14
New +$516 ﹤0.01% 1895

Other funds holding GH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Guardant Health (GH) stake by 19% in Q1 2026, buying an estimated $43.8K and bringing the position to 2,745 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #2524.

Carson Wealth (CWM LLC) first reported a position in GH in Q4 2018 and has held it in 29 quarters since. The position peaked at $6.47M in Q2 2021. 485 funds tracked by Wall St. Rank hold GH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,745 shares of Guardant Health worth $254K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 436 Guardant Health shares in Q1 2026, an estimated $43.8K.
  • Guardant Health made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2524 holding.
  • Carson Wealth (CWM LLC) first reported a position in Guardant Health in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Guardant Health position peaked at $6.47M in Q2 2021.
  • 485 funds tracked by Wall St. Rank held Guardant Health as of Q1 2026.

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