Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Keros Therapeutics KROS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KROS Stock Details KROS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$95.1K Buy
8,618
+4,786
+125% +$73.9K ﹤0.01% 3313
2025
Q4 		$78K Sell
3,832
-3,439
-47% -$60.3K ﹤0.01% 3263
2025
Q3 		$115K Buy
7,271
+2,271
+45% +$33.5K ﹤0.01% 2869
2025
Q2 		$67K Buy
5,000
+2,333
+87% +$31.5K ﹤0.01% 3046
2025
Q1 		$27K Buy
2,667
+2,641
+10,158% +$30.7K ﹤0.01% 3465
2024
Q4 		$0 Hold
26
– – ﹤0.01% 5036
2024
Q3 		$2K Buy
26
+1
+4% +$49 ﹤0.01% 4412
2024
Q2 		$1K Buy
+25
New +$1.34K ﹤0.01% 4406
2023
Q4 		– Sell
-55
Closed -$2K – 4340
2023
Q3 		$2K Buy
55
+22
+67% +$821 ﹤0.01% 3824
2023
Q2 		$1K Buy
+33
New +$1.45K ﹤0.01% 3988
2022
Q2 		– Sell
-8
Closed – – 3952
2022
Q1 		$0 Hold
8
– – ﹤0.01% 3700
2021
Q4 		$0 Buy
+8
New +$399 ﹤0.01% 3574

Other funds holding KROS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $3.01B AUM 119.46% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.32B AUM 132.6% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Keros Therapeutics (KROS) stake by 125% in Q1 2026, buying an estimated $73.9K and bringing the position to 8,618 shares worth $95.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3313.

Carson Wealth (CWM LLC) first reported a position in KROS in Q4 2021 and has held it in 12 quarters since. The position peaked at $115K in Q3 2025. 151 funds tracked by Wall St. Rank hold KROS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 8,618 shares of Keros Therapeutics worth $95.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,786 Keros Therapeutics shares in Q1 2026, an estimated $73.9K.
  • Keros Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3313 holding.
  • Carson Wealth (CWM LLC) first reported a position in Keros Therapeutics in Q4 2021 and has held it in 12 quarters since.
  • Carson Wealth (CWM LLC)'s Keros Therapeutics position peaked at $115K in Q3 2025.
  • 151 funds tracked by Wall St. Rank held Keros Therapeutics as of Q1 2026.

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