Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Kyverna Therapeutics KYTX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KYTX Stock Details KYTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.04K Sell
237
-26
-10% -$217 ﹤0.01% 5275
2025
Q4 		$2K Sell
263
-236
-47% -$1.75K ﹤0.01% 5149
2025
Q3 		$3K Sell
499
-7,466
-94% -$29.8K ﹤0.01% 4958
2025
Q2 		$24K Buy
7,965
+2,483
+45% +$6.14K ﹤0.01% 3811
2025
Q1 		$11K Buy
5,482
+5,253
+2,294% +$15.5K ﹤0.01% 4081
2024
Q4 		$1K Buy
229
+174
+316% +$834 ﹤0.01% 4845
2024
Q3 		$0 Buy
+55
New +$424 ﹤0.01% 5206

Other funds holding KYTX

GGI
GordonMD Global Investments Beverely Hills, California $144M AUM
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
BCLSI
Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return
ACM
AIGH Capital Management Baltimore, Maryland $733M AUM 327.32% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
IHG
Insight Holdings Group New York $1.42B AUM 41.03% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Kyverna Therapeutics (KYTX) stake by 9.9% in Q1 2026, selling an estimated $217 and leaving 237 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5275.

Carson Wealth (CWM LLC) first reported a position in KYTX in Q3 2024 and has held it in 7 quarters since. The position peaked at $24K in Q2 2025. 111 funds tracked by Wall St. Rank hold KYTX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 237 shares of Kyverna Therapeutics worth $2.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 26 Kyverna Therapeutics shares in Q1 2026, an estimated $217.
  • Kyverna Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5275 holding.
  • Carson Wealth (CWM LLC) first reported a position in Kyverna Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Kyverna Therapeutics position peaked at $24K in Q2 2025.
  • 111 funds tracked by Wall St. Rank held Kyverna Therapeutics as of Q1 2026.

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