Carson Wealth (CWM LLC)
MXCT icon

Carson Wealth (CWM LLC)’s MaxCyte MXCT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MXCT Stock Details MXCT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$27K Buy
38,500
+31,671
+464% +$29.6K ﹤0.01% 4239
2025
Q4 		$11K Sell
6,829
-4,964
-42% -$7.93K ﹤0.01% 4503
2025
Q3 		$19K Sell
11,793
-339
-3% -$589 ﹤0.01% 4159
2025
Q2 		$26K Buy
12,132
+5,836
+93% +$14.1K ﹤0.01% 3744
2025
Q1 		$17K Buy
6,296
+4,760
+310% +$18.8K ﹤0.01% 3804
2024
Q4 		$6K Buy
1,536
+1,453
+1,751% +$5.49K ﹤0.01% 4132
2024
Q3 		$0 Buy
83
+12
+17% +$51 ﹤0.01% 5030
2024
Q2 		$0 Buy
71
+67
+1,675% +$288 ﹤0.01% 4809
2024
Q1 		$0 Buy
+4
New +$19 ﹤0.01% 4585
2023
Q3 		– Sell
-33
Closed – – 4403
2023
Q2 		$0 Hold
33
– – ﹤0.01% 4366
2023
Q1 		$0 Hold
33
– – ﹤0.01% 4245
2022
Q4 		$0 Hold
33
– – ﹤0.01% 4146
2022
Q3 		$0 Hold
33
– – ﹤0.01% 4094
2022
Q2 		$0 Buy
+33
New +$163 ﹤0.01% 3996

Other funds holding MXCT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return
BNP Paribas Asset Management
BNP Paribas Asset Management Paris, France $86.1B AUM 29.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Brooklands Fund Management London, United Kingdom $88.9M AUM

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

Carson Wealth (CWM LLC) increased its MaxCyte (MXCT) stake by 464% in Q1 2026, buying an estimated $29.6K and bringing the position to 38,500 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #4239.

Carson Wealth (CWM LLC) first reported a position in MXCT in Q2 2022 and has held it in 14 quarters since. 130 funds tracked by Wall St. Rank hold MXCT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 38,500 shares of MaxCyte worth $27K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 31,671 MaxCyte shares in Q1 2026, an estimated $29.6K.
  • MaxCyte made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4239 holding.
  • Carson Wealth (CWM LLC) first reported a position in MaxCyte in Q2 2022 and has held it in 14 quarters since.
  • 130 funds tracked by Wall St. Rank held MaxCyte as of Q1 2026.

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