Carson Wealth (CWM LLC)
IMVT icon

Carson Wealth (CWM LLC)’s Immunovant IMVT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IMVT Stock Details IMVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$35.4K Sell
1,427
-139
-9% -$3.6K ﹤0.01% 4048
2025
Q4 		$40K Hold
1,566
– – ﹤0.01% 3764
2025
Q3 		$25K Buy
1,566
+527
+51% +$8.53K ﹤0.01% 3985
2025
Q2 		$17K Buy
1,039
+694
+201% +$10.5K ﹤0.01% 4003
2025
Q1 		$6K Buy
345
+162
+89% +$3.39K ﹤0.01% 4370
2024
Q4 		$5K Sell
183
-234
-56% -$6.64K ﹤0.01% 4208
2024
Q3 		$12K Buy
417
+102
+32% +$3.01K ﹤0.01% 3677
2024
Q2 		$8K Buy
315
+262
+494% +$7.45K ﹤0.01% 3666
2024
Q1 		$2K Buy
53
+51
+2,550% +$1.86K ﹤0.01% 3993
2023
Q4 		$0 Sell
2
-1
-33% -$37 ﹤0.01% 4318
2023
Q3 		$0 Hold
3
– – ﹤0.01% 4328
2023
Q2 		$0 Buy
+3
New +$56 ﹤0.01% 4310

Other funds holding IMVT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.87B AUM 205.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Immunovant (IMVT) stake by 8.9% in Q1 2026, selling an estimated $3.6K and leaving 1,427 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4048.

Carson Wealth (CWM LLC) first reported a position in IMVT in Q2 2023 and has held it in 12 quarters since. The position peaked at $40K in Q4 2025. 215 funds tracked by Wall St. Rank hold IMVT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,427 shares of Immunovant worth $35.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 139 Immunovant shares in Q1 2026, an estimated $3.6K.
  • Immunovant made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4048 holding.
  • Carson Wealth (CWM LLC) first reported a position in Immunovant in Q2 2023 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Immunovant position peaked at $40K in Q4 2025.
  • 215 funds tracked by Wall St. Rank held Immunovant as of Q1 2026.

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