Carson Wealth (CWM LLC)
KMTS

Carson Wealth (CWM LLC)’s Kestra Medical Technologies KMTS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KMTS Stock Details KMTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$16.5K Buy
828
+81
+11% +$1.91K ﹤0.01% 4532
2025
Q4 		$20K Hold
747
– – ﹤0.01% 4187
2025
Q3 		$18K Buy
+747
New +$13.4K ﹤0.01% 4200

Other funds holding KMTS

BCI
Bain Capital Investors Boston, Massachusetts $3.27B AUM 3.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AP
Andera Partners Paris $206M AUM
YF
Yu Fan $97M AUM 57.2% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Kestra Medical Technologies (KMTS) stake by 11% in Q1 2026, buying an estimated $1.91K and bringing the position to 828 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4532.

Carson Wealth (CWM LLC) first reported a position in KMTS in Q3 2025 and has held it in 3 quarters since. The position peaked at $20K in Q4 2025. 103 funds tracked by Wall St. Rank hold KMTS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 828 shares of Kestra Medical Technologies worth $16.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 81 Kestra Medical Technologies shares in Q1 2026, an estimated $1.91K.
  • Kestra Medical Technologies made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4532 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kestra Medical Technologies in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s Kestra Medical Technologies position peaked at $20K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Kestra Medical Technologies as of Q1 2026.

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