Carson Wealth (CWM LLC)’s Sera Prognostics SERA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SERA Stock Details SERA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.04K	Sell	1,003 -3	-0.3%	-$8	﹤0.01%	5276
2025 Q4	$3K	Sell	1,006 -1	-0.1%	-$3	﹤0.01%	5011
2025 Q3	$3K	Sell	1,007 -104	-9%	-$296	﹤0.01%	4936
2025 Q2	$3K	Buy	1,111 +43	+4%	+$106	﹤0.01%	4809
2025 Q1	$4K	Buy	1,068 +45	+4%	+$229	﹤0.01%	4568
2024 Q4	$8K	Sell	1,023 -39,554	-97%	-$291K	﹤0.01%	4011
2024 Q3	$317K	Buy	40,577 +53	+0.1%	+$385	﹤0.01%	1515
2024 Q2	$240K	Hold	40,524	–	–	﹤0.01%	1490
2024 Q1	$369K	Hold	40,524	–	–	﹤0.01%	1242
2023 Q4	$242K	Buy	+40,524	New	+$118K	﹤0.01%	1337

Other funds holding SERA

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

WCA

Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

PSP Research Newtown Square, Pennsylvania $188M AUM

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Sera Prognostics (SERA) stake by 0.3% in Q1 2026, selling an estimated $8 and leaving 1,003 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #5276.

Carson Wealth (CWM LLC) first reported a position in SERA in Q4 2023 and has held it in 10 quarters since. The position peaked at $369K in Q1 2024. 56 funds tracked by Wall St. Rank hold SERA as of Q1 2026.

Carson Wealth (CWM LLC) held 1,003 shares of Sera Prognostics worth $2.04K as of Q1 2026.
Carson Wealth (CWM LLC) sold 3 Sera Prognostics shares in Q1 2026, an estimated $8.
Sera Prognostics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5276 holding.
Carson Wealth (CWM LLC) first reported a position in Sera Prognostics in Q4 2023 and has held it in 10 quarters since.
Carson Wealth (CWM LLC)'s Sera Prognostics position peaked at $369K in Q1 2024.
56 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2026.

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