Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Myriad Genetics MYGN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MYGN Stock Details MYGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$320K Sell
71,153
-621
-0.9% -$3.24K ﹤0.01% 2338
2025
Q4 		$441K Buy
71,774
+8,449
+13% +$61.3K ﹤0.01% 1997
2025
Q3 		$458K Buy
63,325
+38,998
+160% +$232K ﹤0.01% 1853
2025
Q2 		$129K Buy
24,327
+14,531
+148% +$85.8K ﹤0.01% 2507
2025
Q1 		$87K Buy
9,796
+8,397
+600% +$101K ﹤0.01% 2539
2024
Q4 		$19K Sell
1,399
-90
-6% -$1.66K ﹤0.01% 3478
2024
Q3 		$41K Buy
1,489
+68
+5% +$1.84K ﹤0.01% 2851
2024
Q2 		$35K Buy
1,421
+30
+2% +$658 ﹤0.01% 2727
2024
Q1 		$30K Buy
1,391
+8
+0.6% +$172 ﹤0.01% 2644
2023
Q4 		$26K Sell
1,383
-1,273
-48% -$22K ﹤0.01% 2600
2023
Q3 		$43K Sell
2,656
-347
-12% -$6.6K ﹤0.01% 2159
2023
Q2 		$70K Sell
3,003
-1,195
-28% -$26.1K ﹤0.01% 1774
2023
Q1 		$98K Sell
4,198
-2
-0% -$41 ﹤0.01% 1502
2022
Q4 		$61K Sell
4,200
-91
-2% -$1.7K ﹤0.01% 1623
2022
Q3 		$82K Buy
4,291
+648
+18% +$14.9K ﹤0.01% 1427
2022
Q2 		$66K Buy
3,643
+159
+5% +$3.3K ﹤0.01% 1499
2022
Q1 		$88K Sell
3,484
-92
-3% -$2.35K ﹤0.01% 1374
2021
Q4 		$99K Buy
+3,576
New +$104K ﹤0.01% 1296
2021
Q2 		$103K Hold
3,375
– – ﹤0.01% 1124
2021
Q1 		$103K Hold
3,375
– – ﹤0.01% 1124
2020
Q4 		$103K Hold
3,375
– – ﹤0.01% 1124
2020
Q3 		$103K Hold
3,375
– – ﹤0.01% 1124
2020
Q2 		$103K Hold
3,375
– – ﹤0.01% 1124
2020
Q1 		$103K Hold
3,375
– – ﹤0.01% 1124
2019
Q4 		$103K Hold
3,375
– – ﹤0.01% 1124
2019
Q3 		$103K Hold
3,375
– – ﹤0.01% 1124
2019
Q2 		$103K Hold
3,375
– – ﹤0.01% 1124
2019
Q1 		$103K Sell
3,375
-378,802
-99% -$11.5M ﹤0.01% 1124
2018
Q4 		$11.1M Buy
382,177
+67,211
+21% +$2.42M 0.28% 82
2018
Q3 		$14.5M Buy
314,966
+32,677
+12% +$1.45M 0.37% 73
2018
Q2 		$10.5M Buy
282,289
+1,650
+0.6% +$55.7K 0.35% 73
2018
Q1 		$8.29M Sell
280,639
-21,454
-7% -$726K 0.33% 72
2017
Q4 		$10.4M Sell
302,093
-74,767
-20% -$2.52M 0.46% 55
2017
Q3 		$13.6M Sell
376,860
-161,299
-30% -$4.6M 0.64% 40
2017
Q2 		$13.9M Buy
538,159
+357
+0.1% +$7.58K 0.71% 39
2017
Q1 		$10.3M Buy
537,802
+43,031
+9% +$762K 0.58% 41
2016
Q4 		$8.25M Buy
494,771
+49,510
+11% +$896K 0.51% 54
2016
Q3 		$9.16M Buy
445,261
+222,706
+100% +$5.65M 0.63% 51
2016
Q2 		$6.81M Buy
222,555
+15,906
+8% +$553K 0.5% 66
2016
Q1 		$7.74M Sell
206,649
-1,678
-0.8% -$63.2K 0.68% 60
2015
Q4 		$8.99M Buy
208,327
+7,547
+4% +$319K 0.88% 43
2015
Q3 		$7.53M Buy
200,780
+23,931
+14% +$849K 0.76% 54
2015
Q2 		$6.01M Buy
176,849
+35,588
+25% +$1.21M 0.58% 69
2015
Q1 		$5M Buy
141,261
+28,991
+26% +$1.04M 0.51% 79
2014
Q4 		$3.82M Buy
112,270
+18,332
+20% +$650K 0.46% 83
2014
Q3 		$3.62M Buy
93,938
+16,492
+21% +$615K 0.53% 60
2014
Q2 		$3.01M Buy
77,446
+21,322
+38% +$793K 0.54% 55
2014
Q1 		$1.92M Buy
56,124
+29,586
+111% +$917K 0.26% 70
2013
Q4 		$561K Buy
26,538
+9,420
+55% +$238K 0.09% 131
2013
Q3 		$402K Buy
+17,118
New +$486K 0.11% 120

Other funds holding MYGN

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Myriad Genetics (MYGN) stake by 0.87% in Q1 2026, selling an estimated $3.24K and leaving 71,153 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #2338.

Carson Wealth (CWM LLC) first reported a position in MYGN in Q3 2013 and has held it in 50 quarters since. The position peaked at $14.5M in Q3 2018. 202 funds tracked by Wall St. Rank hold MYGN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 71,153 shares of Myriad Genetics worth $320K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 621 Myriad Genetics shares in Q1 2026, an estimated $3.24K.
  • Myriad Genetics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2338 holding.
  • Carson Wealth (CWM LLC) first reported a position in Myriad Genetics in Q3 2013 and has held it in 50 quarters since.
  • Carson Wealth (CWM LLC)'s Myriad Genetics position peaked at $14.5M in Q3 2018.
  • 202 funds tracked by Wall St. Rank held Myriad Genetics as of Q1 2026.

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