Carson Wealth (CWM LLC)
IRMD icon

Carson Wealth (CWM LLC)’s iRadimed IRMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio IRMD Stock Details IRMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$66.4K Buy
690
+33
+5% +$3.3K ﹤0.01% 3596
2025
Q4 		$64K Buy
657
+107
+19% +$9.18K ﹤0.01% 3418
2025
Q3 		$39K Buy
550
+211
+62% +$14.1K ﹤0.01% 3718
2025
Q2 		$20K Sell
339
-325
-49% -$17.8K ﹤0.01% 3907
2025
Q1 		$35K Buy
664
+33
+5% +$1.85K ﹤0.01% 3260
2024
Q4 		$35K Buy
631
+442
+234% +$23.3K ﹤0.01% 3057
2024
Q3 		$10K Buy
189
+71
+60% +$3.28K ﹤0.01% 3787
2024
Q2 		$5K Buy
118
+87
+281% +$3.7K ﹤0.01% 3876
2024
Q1 		$1K Sell
31
-29
-48% -$1.28K ﹤0.01% 4151
2023
Q4 		$3K Sell
60
-60
-50% -$2.52K ﹤0.01% 3708
2023
Q3 		$5K Buy
120
+115
+2,300% +$5.34K ﹤0.01% 3467
2023
Q2 		$0 Buy
+5
New +$225 ﹤0.01% 4315

Other funds holding IRMD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
NTCM
Nine Ten Capital Management Chicago, Illinois $315M AUM 62.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its iRadimed (IRMD) stake by 5% in Q1 2026, buying an estimated $3.3K and bringing the position to 690 shares worth $66.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3596.

Carson Wealth (CWM LLC) first reported a position in IRMD in Q2 2023 and has held it in 12 quarters since. 228 funds tracked by Wall St. Rank hold IRMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 690 shares of iRadimed worth $66.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 33 iRadimed shares in Q1 2026, an estimated $3.3K.
  • iRadimed made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3596 holding.
  • Carson Wealth (CWM LLC) first reported a position in iRadimed in Q2 2023 and has held it in 12 quarters since.
  • 228 funds tracked by Wall St. Rank held iRadimed as of Q1 2026.

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