Carson Wealth (CWM LLC)
KLRS

Carson Wealth (CWM LLC)’s Kalaris Therapeutics KLRS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Hold
0
– – – 5251
2024
Q4 		– Sell
-44
Closed -$666 – 5228
2024
Q3 		$1K Sell
44
-55
-56% -$962 ﹤0.01% 4765
2024
Q2 		$2K Buy
99
+31
+46% +$547 ﹤0.01% 4281
2024
Q1 		$1K Buy
+68
New +$1.11K ﹤0.01% 4253
2023
Q4 		– Sell
-39
Closed -$1.54K – 4577
2023
Q3 		$2K Buy
39
+2
+5% +$136 ﹤0.01% 3882
2023
Q2 		$3K Buy
37
+2
+6% +$190 ﹤0.01% 3726
2023
Q1 		$3K Hold
35
– – ﹤0.01% 3587
2022
Q4 		$4K Sell
35
-1
-3% -$170 ﹤0.01% 3349
2022
Q3 		$6K Hold
36
– – ﹤0.01% 3016
2022
Q2 		$3K Hold
36
– – ﹤0.01% 3264
2022
Q1 		$6K Sell
36
-5
-12% -$997 ﹤0.01% 2789
2021
Q4 		$12K Buy
+41
New +$19K ﹤0.01% 2272
2021
Q2 		$2.22M Hold
4,890
– – 0.02% 399
2021
Q1 		$2.22M Hold
4,890
– – 0.02% 399
2020
Q4 		$2.22M Hold
4,890
– – 0.02% 399
2020
Q3 		$2.22M Buy
+4,890
New +$3.34M 0.02% 399

Other funds holding KLRS

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $1.65B AUM 166.99% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KLRS Position: Q1 2025 in Review

Carson Wealth (CWM LLC) held its Kalaris Therapeutics (KLRS) position steady in Q1 2025 at 0 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #5251.

Carson Wealth (CWM LLC) first reported a position in KLRS in Q3 2020 and has held it in 15 quarters since. The position peaked at $2.22M in Q2 2021. 32 funds tracked by Wall St. Rank hold KLRS as of Q1 2025.

  • Carson Wealth (CWM LLC) held 0 shares of Kalaris Therapeutics worth $0 as of Q1 2025.
  • Carson Wealth (CWM LLC) left its Kalaris Therapeutics share count unchanged in Q1 2025.
  • Kalaris Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2025, its #5251 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kalaris Therapeutics in Q3 2020 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s Kalaris Therapeutics position peaked at $2.22M in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q1 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2025, filed 1 May 2025.