Carson Wealth (CWM LLC)
MTSR

Carson Wealth (CWM LLC)’s Metsera Inc MTSR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MTSR Stock Details MTSR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-564
Closed -$30K – 5720
2025
Q3 		$30K Sell
564
-29
-5% -$1.07K ﹤0.01% 3893
2025
Q2 		$17K Buy
+593
New +$14.7K ﹤0.01% 4028

Other funds holding MTSR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MTSR Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of Metsera Inc (MTSR) in Q4 2025, closing a stake of 564 shares — an estimated $30K sold.

Carson Wealth (CWM LLC) first reported a position in MTSR in Q2 2025 and held it in 2 quarters. The position peaked at $30K in Q3 2025. 1 fund tracked by Wall St. Rank holds MTSR as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining Metsera Inc position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 564 Metsera Inc shares in Q4 2025, an estimated $30K.
  • Carson Wealth (CWM LLC) first reported a position in Metsera Inc in Q2 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s Metsera Inc position peaked at $30K in Q3 2025.
  • 1 fund tracked by Wall St. Rank held Metsera Inc as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.