Carson Wealth (CWM LLC)’s IDEAYA Biosciences IDYA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IDYA Stock Details IDYA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$109K	Sell	3,259 -403	-11%	-$13.5K	﹤0.01%	3192
2025 Q4	$127K	Buy	3,662 +269	+8%	+$8.58K	﹤0.01%	2892
2025 Q3	$92K	Buy	3,393 +240	+8%	+$5.8K	﹤0.01%	3044
2025 Q2	$66K	Buy	3,153 +782	+33%	+$15K	﹤0.01%	3059
2025 Q1	$39K	Buy	2,371 +1,814	+326%	+$38.6K	﹤0.01%	3184
2024 Q4	$14K	Buy	557 +76	+16%	+$2.15K	﹤0.01%	3675
2024 Q3	$15K	Buy	481 +69	+17%	+$2.62K	﹤0.01%	3542
2024 Q2	$14K	Buy	412 +12	+3%	+$475	﹤0.01%	3343
2024 Q1	$18K	Buy	400 +2	+0.5%	+$86	﹤0.01%	2969
2023 Q4	$14K	Sell	398 -92	-19%	-$2.75K	﹤0.01%	2989
2023 Q3	$13K	Buy	490 +92	+23%	+$2.33K	﹤0.01%	2982
2023 Q2	$9K	Hold	398	–	–	﹤0.01%	3136
2023 Q1	$5K	Hold	398	–	–	﹤0.01%	3297
2022 Q4	$7K	Hold	398	–	–	﹤0.01%	3005
2022 Q3	$6K	Buy	+398	New	+$5.17K	﹤0.01%	2974

Other funds holding IDYA

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LGM

Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its IDEAYA Biosciences (IDYA) stake by 11% in Q1 2026, selling an estimated $13.5K and leaving 3,259 shares worth $109K. The position accounts for ﹤0.01% of the portfolio, ranked #3192.

Carson Wealth (CWM LLC) first reported a position in IDYA in Q3 2022 and has held it in 15 quarters since. The position peaked at $127K in Q4 2025. 254 funds tracked by Wall St. Rank hold IDYA as of Q1 2026.

Carson Wealth (CWM LLC) held 3,259 shares of IDEAYA Biosciences worth $109K as of Q1 2026.
Carson Wealth (CWM LLC) sold 403 IDEAYA Biosciences shares in Q1 2026, an estimated $13.5K.
IDEAYA Biosciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3192 holding.
Carson Wealth (CWM LLC) first reported a position in IDEAYA Biosciences in Q3 2022 and has held it in 15 quarters since.
Carson Wealth (CWM LLC)'s IDEAYA Biosciences position peaked at $127K in Q4 2025.
254 funds tracked by Wall St. Rank held IDEAYA Biosciences as of Q1 2026.

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