Carson Wealth (CWM LLC)
GRAL

Carson Wealth (CWM LLC)’s GRAIL Inc GRAL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GRAL Stock Details GRAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$683K Sell
13,218
-708
-5% -$54.8K ﹤0.01% 1797
2025
Q4 		$1.19M Buy
13,926
+86
+0.6% +$7.43K ﹤0.01% 1394
2025
Q3 		$818K Sell
13,840
-17,399
-56% -$665K ﹤0.01% 1522
2025
Q2 		$1.61M Buy
31,239
+8,524
+38% +$309K 0.01% 1029
2025
Q1 		$580K Buy
22,715
+16,193
+248% +$500K ﹤0.01% 1397
2024
Q4 		$116K Buy
6,522
+5,545
+568% +$90.2K ﹤0.01% 2196
2024
Q3 		$13K Buy
+977
New +$14.8K ﹤0.01% 3656

Other funds holding GRAL

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its GRAIL Inc (GRAL) stake by 5.1% in Q1 2026, selling an estimated $54.8K and leaving 13,218 shares worth $683K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Carson Wealth (CWM LLC) first reported a position in GRAL in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.61M in Q2 2025. 365 funds tracked by Wall St. Rank hold GRAL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 13,218 shares of GRAIL Inc worth $683K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 708 GRAIL Inc shares in Q1 2026, an estimated $54.8K.
  • GRAIL Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1797 holding.
  • Carson Wealth (CWM LLC) first reported a position in GRAIL Inc in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s GRAIL Inc position peaked at $1.61M in Q2 2025.
  • 365 funds tracked by Wall St. Rank held GRAIL Inc as of Q1 2026.

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