Carson Wealth (CWM LLC)
SRRK icon

Carson Wealth (CWM LLC)’s Scholar Rock SRRK Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRRK Stock Details SRRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$451K Sell
9,164
-420
-4% -$18.8K ﹤0.01% 2093
2025
Q4 		$422K Buy
9,584
+9,193
+2,351% +$345K ﹤0.01% 2022
2025
Q3 		$15K Sell
391
-262
-40% -$9.16K ﹤0.01% 4283
2025
Q2 		$23K Sell
653
-343
-34% -$10.8K ﹤0.01% 3828
2025
Q1 		$32K Buy
996
+602
+153% +$23.2K ﹤0.01% 3345
2024
Q4 		$17K Buy
394
+99
+34% +$3.22K ﹤0.01% 3552
2024
Q3 		$2K Buy
295
+215
+269% +$1.89K ﹤0.01% 4457
2024
Q2 		$1K Buy
+80
New +$978 ﹤0.01% 4484

Other funds holding SRRK

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $4.94B AUM 244.43% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) reduced its Scholar Rock (SRRK) stake by 4.4% in Q1 2026, selling an estimated $18.8K and leaving 9,164 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #2093.

Carson Wealth (CWM LLC) first reported a position in SRRK in Q2 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold SRRK as of Q1 2026.

  • Carson Wealth (CWM LLC) held 9,164 shares of Scholar Rock worth $451K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 420 Scholar Rock shares in Q1 2026, an estimated $18.8K.
  • Scholar Rock made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2093 holding.
  • Carson Wealth (CWM LLC) first reported a position in Scholar Rock in Q2 2024 and has held it in 8 quarters since.
  • 274 funds tracked by Wall St. Rank held Scholar Rock as of Q1 2026.

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