Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Integra LifeSciences IART Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IART Stock Details IART Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$12K Sell
1,275
-1,372
-52% -$15.1K ﹤0.01% 4702
2025
Q4 		$33K Sell
2,647
-6,418
-71% -$85.3K ﹤0.01% 3889
2025
Q3 		$130K Buy
9,065
+231
+3% +$3.16K ﹤0.01% 2772
2025
Q2 		$108K Buy
8,834
+2,170
+33% +$31.5K ﹤0.01% 2644
2025
Q1 		$147K Buy
6,664
+5,367
+414% +$126K ﹤0.01% 2115
2024
Q4 		$29K Buy
1,297
+245
+23% +$5.35K ﹤0.01% 3196
2024
Q3 		$19K Sell
1,052
-210
-17% -$4.87K ﹤0.01% 3390
2024
Q2 		$37K Buy
1,262
+425
+51% +$12.6K ﹤0.01% 2676
2024
Q1 		$30K Buy
837
+5
+0.6% +$200 ﹤0.01% 2638
2023
Q4 		$36K Buy
832
+192
+30% +$7.56K ﹤0.01% 2371
2023
Q3 		$24K Sell
640
-188
-23% -$7.91K ﹤0.01% 2564
2023
Q2 		$34K Buy
828
+428
+107% +$20.6K ﹤0.01% 2274
2023
Q1 		$23K Buy
400
+180
+82% +$10.1K ﹤0.01% 2402
2022
Q4 		$12K Buy
220
+91
+71% +$4.63K ﹤0.01% 2697
2022
Q3 		$5K Sell
129
-105
-45% -$5.38K ﹤0.01% 3072
2022
Q2 		$13K Buy
234
+224
+2,240% +$13.5K ﹤0.01% 2420
2022
Q1 		$1K Buy
10
+6
+150% +$395 ﹤0.01% 3354
2021
Q4 		$0 Buy
+4
New +$271 ﹤0.01% 3555
2021
Q2 		$3K Hold
42
– – ﹤0.01% 2526
2021
Q1 		$3K Hold
42
– – ﹤0.01% 2526
2020
Q4 		$3K Hold
42
– – ﹤0.01% 2526
2020
Q3 		$3K Hold
42
– – ﹤0.01% 2526
2020
Q2 		$3K Hold
42
– – ﹤0.01% 2525
2020
Q1 		$3K Hold
42
– – ﹤0.01% 2524
2019
Q4 		$3K Hold
42
– – ﹤0.01% 2523
2019
Q3 		$3K Hold
42
– – ﹤0.01% 2523
2019
Q2 		$3K Hold
42
– – ﹤0.01% 2523
2019
Q1 		$3K Hold
42
– – ﹤0.01% 2523
2018
Q4 		$2K Buy
42
+30
+250% +$1.65K ﹤0.01% 1755
2018
Q3 		$1K Buy
+12
New +$746 ﹤0.01% 1674

Other funds holding IART

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Integra LifeSciences (IART) stake by 52% in Q1 2026, selling an estimated $15.1K and leaving 1,275 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #4702.

Carson Wealth (CWM LLC) first reported a position in IART in Q3 2018 and has held it in 30 quarters since. The position peaked at $147K in Q1 2025. 201 funds tracked by Wall St. Rank hold IART as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,275 shares of Integra LifeSciences worth $12K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,372 Integra LifeSciences shares in Q1 2026, an estimated $15.1K.
  • Integra LifeSciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4702 holding.
  • Carson Wealth (CWM LLC) first reported a position in Integra LifeSciences in Q3 2018 and has held it in 30 quarters since.
  • Carson Wealth (CWM LLC)'s Integra LifeSciences position peaked at $147K in Q1 2025.
  • 201 funds tracked by Wall St. Rank held Integra LifeSciences as of Q1 2026.

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