Carson Wealth (CWM LLC)
QDEL icon

Carson Wealth (CWM LLC)’s QuidelOrtho QDEL Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio QDEL Stock Details QDEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$242K Buy
14,736
+13,019
+758% +$320K ﹤0.01% 2565
2025
Q4 		$49K Sell
1,717
-5,048
-75% -$137K ﹤0.01% 3624
2025
Q3 		$199K Sell
6,765
-32,785
-83% -$896K ﹤0.01% 2449
2025
Q2 		$1.14M Sell
39,550
-48,416
-55% -$1.43M ﹤0.01% 1182
2025
Q1 		$3.08M Buy
87,966
+54,017
+159% +$2.2M 0.01% 678
2024
Q4 		$1.51M Buy
33,949
+23,084
+212% +$944K 0.01% 896
2024
Q3 		$495K Buy
10,865
+9,168
+540% +$371K ﹤0.01% 1317
2024
Q2 		$56K Sell
1,697
-1,117
-40% -$45.7K ﹤0.01% 2403
2024
Q1 		$135K Buy
2,814
+2,642
+1,536% +$154K ﹤0.01% 1710
2023
Q4 		$13K Sell
172
-10
-5% -$676 ﹤0.01% 3046
2023
Q3 		$13K Sell
182
-93
-34% -$7.43K ﹤0.01% 2999
2023
Q2 		$23K Buy
275
+14
+5% +$1.23K ﹤0.01% 2552
2023
Q1 		$23K Sell
261
-22
-8% -$1.91K ﹤0.01% 2408
2022
Q4 		$24K Buy
283
+43
+18% +$3.64K ﹤0.01% 2243
2022
Q3 		$17K Buy
240
+50
+26% +$4.47K ﹤0.01% 2341
2022
Q2 		$18K Buy
190
+6
+3% +$612 ﹤0.01% 2202
2022
Q1 		$21K Buy
184
+3
+2% +$320 ﹤0.01% 2064
2021
Q4 		$24K Buy
+181
New +$25.2K ﹤0.01% 1894
2021
Q2 		$56K Hold
435
– – ﹤0.01% 1354
2021
Q1 		$56K Hold
435
– – ﹤0.01% 1354
2020
Q4 		$56K Hold
435
– – ﹤0.01% 1354
2020
Q3 		$56K Hold
435
– – ﹤0.01% 1354
2020
Q2 		$56K Hold
435
– – ﹤0.01% 1354
2020
Q1 		$56K Hold
435
– – ﹤0.01% 1354
2019
Q4 		$56K Hold
435
– – ﹤0.01% 1354
2019
Q3 		$56K Hold
435
– – ﹤0.01% 1354
2019
Q2 		$56K Hold
435
– – ﹤0.01% 1354
2019
Q1 		$56K Buy
+435
New +$26.3K ﹤0.01% 1354

Other funds holding QDEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its QuidelOrtho (QDEL) stake by 758% in Q1 2026, buying an estimated $320K and bringing the position to 14,736 shares worth $242K. The position accounts for ﹤0.01% of the portfolio, ranked #2565.

Carson Wealth (CWM LLC) first reported a position in QDEL in Q1 2019 and has held it in 28 quarters since. The position peaked at $3.08M in Q1 2025. 237 funds tracked by Wall St. Rank hold QDEL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,736 shares of QuidelOrtho worth $242K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 13,019 QuidelOrtho shares in Q1 2026, an estimated $320K.
  • QuidelOrtho made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2565 holding.
  • Carson Wealth (CWM LLC) first reported a position in QuidelOrtho in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s QuidelOrtho position peaked at $3.08M in Q1 2025.
  • 237 funds tracked by Wall St. Rank held QuidelOrtho as of Q1 2026.

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