Carson Wealth (CWM LLC)
PRLD icon

Carson Wealth (CWM LLC)’s Prelude Therapeutics PRLD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PRLD Stock Details PRLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.96K Sell
573
-119
-17% -$312 ﹤0.01% 5283
2025
Q4 		$2K Sell
692
-527
-43% -$889 ﹤0.01% 5123
2025
Q3 		$2K Sell
1,219
-2,795
-70% -$2.8K ﹤0.01% 5033
2025
Q2 		$3K Buy
4,014
+668
+20% +$578 ﹤0.01% 4801
2025
Q1 		$3K Buy
3,346
+1,447
+76% +$1.35K ﹤0.01% 4669
2024
Q4 		$2K Buy
1,899
+1,889
+18,890% +$2.51K ﹤0.01% 4593
2024
Q3 		$0 Sell
10
-12
-55% -$56 ﹤0.01% 5076
2024
Q2 		$0 Buy
22
+20
+1,000% +$81 ﹤0.01% 4865
2024
Q1 		$0 Buy
+2
New +$8 ﹤0.01% 4658

Other funds holding PRLD

O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Prelude Therapeutics (PRLD) stake by 17% in Q1 2026, selling an estimated $312 and leaving 573 shares worth $1.96K. The position accounts for ﹤0.01% of the portfolio, ranked #5283.

Carson Wealth (CWM LLC) first reported a position in PRLD in Q1 2024 and has held it in 9 quarters since. The position peaked at $3K in Q2 2025. 55 funds tracked by Wall St. Rank hold PRLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 573 shares of Prelude Therapeutics worth $1.96K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 119 Prelude Therapeutics shares in Q1 2026, an estimated $312.
  • Prelude Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5283 holding.
  • Carson Wealth (CWM LLC) first reported a position in Prelude Therapeutics in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s Prelude Therapeutics position peaked at $3K in Q2 2025.
  • 55 funds tracked by Wall St. Rank held Prelude Therapeutics as of Q1 2026.

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