Carson Wealth (CWM LLC)
PROK icon

Carson Wealth (CWM LLC)’s ProKidney PROK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio PROK Stock Details PROK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$814 Sell
455
-115
-20% -$244 ﹤0.01% 5425
2025
Q4 		$1K Sell
570
-684
-55% -$1.8K ﹤0.01% 5267
2025
Q3 		$4K Sell
1,254
-16,397
-93% -$43.6K ﹤0.01% 4839
2025
Q2 		$10K Buy
17,651
+12,115
+219% +$9.43K ﹤0.01% 4305
2025
Q1 		$5K Buy
5,536
+4,686
+551% +$6.5K ﹤0.01% 4477
2024
Q4 		$1K Sell
850
-270
-24% -$487 ﹤0.01% 4776
2024
Q3 		$2K Buy
1,120
+976
+678% +$2.22K ﹤0.01% 4447
2024
Q2 		$0 Buy
144
+129
+860% +$346 ﹤0.01% 4867
2024
Q1 		$0 Buy
+15
New +$22 ﹤0.01% 4660

Other funds holding PROK

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
BL
Bleichroeder LP New York $579M AUM 94.36% 1-Year Est. Return
AGP
Artia Global Partners Miami, Florida $499M AUM 186.05% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Carson Wealth (CWM LLC) reduced its ProKidney (PROK) stake by 20% in Q1 2026, selling an estimated $244 and leaving 455 shares worth $814. The position accounts for ﹤0.01% of the portfolio, ranked #5425.

Carson Wealth (CWM LLC) first reported a position in PROK in Q1 2024 and has held it in 9 quarters since. The position peaked at $10K in Q2 2025. 71 funds tracked by Wall St. Rank hold PROK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 455 shares of ProKidney worth $814 as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 115 ProKidney shares in Q1 2026, an estimated $244.
  • ProKidney made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5425 holding.
  • Carson Wealth (CWM LLC) first reported a position in ProKidney in Q1 2024 and has held it in 9 quarters since.
  • Carson Wealth (CWM LLC)'s ProKidney position peaked at $10K in Q2 2025.
  • 71 funds tracked by Wall St. Rank held ProKidney as of Q1 2026.

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