Carson Wealth (CWM LLC)
MYO icon

Carson Wealth (CWM LLC)’s Myomo MYO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio MYO Stock Details MYO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.6K Buy
17,237
+12,054
+233% +$9.88K ﹤0.01% 4720
2025
Q4 		$5K Buy
5,183
+3,635
+235% +$3.48K ﹤0.01% 4829
2025
Q3 		$1K Buy
+1,548
New +$2.25K ﹤0.01% 5157

Other funds holding MYO

RA
Rosalind Advisors Toronto, Ontario, Canada $249M AUM 80.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JFG
Jefferies Financial Group New York $14.6B AUM 40.95% 1-Year Est. Return
CA
Clearstead Advisors Cleveland, Ohio $10.9B AUM 18.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Myomo (MYO) stake by 233% in Q1 2026, buying an estimated $9.88K and bringing the position to 17,237 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #4720.

Carson Wealth (CWM LLC) first reported a position in MYO in Q3 2025 and has held it in 3 quarters since. 80 funds tracked by Wall St. Rank hold MYO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 17,237 shares of Myomo worth $11.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 12,054 Myomo shares in Q1 2026, an estimated $9.88K.
  • Myomo made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4720 holding.
  • Carson Wealth (CWM LLC) first reported a position in Myomo in Q3 2025 and has held it in 3 quarters since.
  • 80 funds tracked by Wall St. Rank held Myomo as of Q1 2026.

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