Carson Wealth (CWM LLC)
RZLT icon

Carson Wealth (CWM LLC)’s Rezolute RZLT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio RZLT Stock Details RZLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Buy
55,800
+53,151
+2,006% +$160K ﹤0.01% 2861
2025
Q4 		$6K Buy
2,649
+574
+28% +$4.5K ﹤0.01% 4773
2025
Q3 		$20K Buy
+2,075
New +$13.8K ﹤0.01% 4133

Other funds holding RZLT

Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Rezolute (RZLT) stake by 2,006% in Q1 2026, buying an estimated $160K and bringing the position to 55,800 shares worth $170K. The position accounts for ﹤0.01% of the portfolio, ranked #2861.

Carson Wealth (CWM LLC) first reported a position in RZLT in Q3 2025 and has held it in 3 quarters since. 125 funds tracked by Wall St. Rank hold RZLT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 55,800 shares of Rezolute worth $170K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 53,151 Rezolute shares in Q1 2026, an estimated $160K.
  • Rezolute made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2861 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rezolute in Q3 2025 and has held it in 3 quarters since.
  • 125 funds tracked by Wall St. Rank held Rezolute as of Q1 2026.

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