Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sarepta Therapeutics SRPT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRPT Stock Details SRPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.32M Sell
198,333
-42,203
-18% -$817K 0.01% 877
2025
Q4 		$5.18M Buy
240,536
+167,831
+231% +$3.54M 0.01% 758
2025
Q3 		$1.4M Buy
72,705
+70,946
+4,033% +$1.26M ﹤0.01% 1242
2025
Q2 		$30K Buy
1,759
+847
+93% +$36.1K ﹤0.01% 3656
2025
Q1 		$58K Buy
912
+76
+9% +$8K ﹤0.01% 2858
2024
Q4 		$102K Sell
836
-52
-6% -$6.37K ﹤0.01% 2278
2024
Q3 		$111K Buy
888
+17
+2% +$2.35K ﹤0.01% 2143
2024
Q2 		$138K Buy
871
+203
+30% +$26.1K ﹤0.01% 1784
2024
Q1 		$86K Buy
668
+91
+16% +$11.1K ﹤0.01% 1967
2023
Q4 		$56K Buy
577
+370
+179% +$35.5K ﹤0.01% 2106
2023
Q3 		$25K Sell
207
-74
-26% -$8.36K ﹤0.01% 2544
2023
Q2 		$32K Buy
281
+63
+29% +$8.12K ﹤0.01% 2324
2023
Q1 		$30K Buy
218
+74
+51% +$9.6K ﹤0.01% 2230
2022
Q4 		$19K Buy
144
+55
+62% +$6.37K ﹤0.01% 2422
2022
Q3 		$10K Buy
89
+51
+134% +$5.14K ﹤0.01% 2701
2022
Q2 		$3K Sell
38
-80
-68% -$5.88K ﹤0.01% 3240
2022
Q1 		$9K Buy
118
+37
+46% +$2.83K ﹤0.01% 2563
2021
Q4 		$7K Buy
+81
New +$6.92K ﹤0.01% 2572
2021
Q2 		$1K Hold
16
– – ﹤0.01% 2852
2021
Q1 		$1K Hold
16
– – ﹤0.01% 2851
2020
Q4 		$1K Hold
16
– – ﹤0.01% 2851
2020
Q3 		$1K Hold
16
– – ﹤0.01% 2848
2020
Q2 		$1K Hold
16
– – ﹤0.01% 2848
2020
Q1 		$1K Hold
16
– – ﹤0.01% 2846
2019
Q4 		$1K Hold
16
– – ﹤0.01% 2846
2019
Q3 		$1K Hold
16
– – ﹤0.01% 2846
2019
Q2 		$1K Hold
16
– – ﹤0.01% 2846
2019
Q1 		$1K Sell
16
-7
-30% -$900 ﹤0.01% 2844
2018
Q4 		$3K Buy
+23
New +$2.88K ﹤0.01% 1679

Other funds holding SRPT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Sarepta Therapeutics (SRPT) stake by 18% in Q1 2026, selling an estimated $817K and leaving 198,333 shares worth $4.32M. The position accounts for 0.01% of the portfolio, ranked #877.

Carson Wealth (CWM LLC) first reported a position in SRPT in Q4 2018 and has held it in 29 quarters since. The position peaked at $5.18M in Q4 2025. 342 funds tracked by Wall St. Rank hold SRPT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 198,333 shares of Sarepta Therapeutics worth $4.32M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 42,203 Sarepta Therapeutics shares in Q1 2026, an estimated $817K.
  • Sarepta Therapeutics made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #877 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sarepta Therapeutics in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Sarepta Therapeutics position peaked at $5.18M in Q4 2025.
  • 342 funds tracked by Wall St. Rank held Sarepta Therapeutics as of Q1 2026.

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