Carson Wealth (CWM LLC)
SRTA

Carson Wealth (CWM LLC)’s Strata Critical Medical Inc SRTA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$42.1K Buy
10,068
+2,442
+32% +$11.8K ﹤0.01% 3937
2025
Q4 		$37K Sell
7,626
-58
-0.8% -$281 ﹤0.01% 3811
2025
Q3 		$39K Sell
7,684
-438
-5% -$1.94K ﹤0.01% 3716
2025
Q2 		$33K Sell
8,122
-860
-10% -$2.8K ﹤0.01% 3575
2025
Q1 		$25K Sell
8,982
-2,629
-23% -$9.43K ﹤0.01% 3505
2024
Q4 		$49K Sell
11,611
-248
-2% -$944 ﹤0.01% 2809
2024
Q3 		$35K Buy
11,859
+4,485
+61% +$14.3K ﹤0.01% 2962
2024
Q2 		$26K Buy
7,374
+6,521
+764% +$21.7K ﹤0.01% 2937
2024
Q1 		$2K Buy
853
+153
+22% +$472 ﹤0.01% 3935
2023
Q4 		$2K Hold
700
– – ﹤0.01% 3779
2023
Q3 		$2K Hold
700
– – ﹤0.01% 3756
2023
Q2 		$3K Hold
700
– – ﹤0.01% 3606
2023
Q1 		$2K Hold
700
– – ﹤0.01% 3619
2022
Q4 		$3K Hold
700
– – ﹤0.01% 3375
2022
Q3 		$3K Hold
700
– – ﹤0.01% 3270
2022
Q2 		$3K Hold
700
– – ﹤0.01% 3164
2022
Q1 		$6K Hold
700
– – ﹤0.01% 2727
2021
Q4 		$6K Buy
+700
New +$6.65K ﹤0.01% 2609
2021
Q2 		$7K Hold
700
– – ﹤0.01% 2232
2021
Q1 		$7K Hold
700
– – ﹤0.01% 2232
2020
Q4 		$7K Hold
700
– – ﹤0.01% 2232
2020
Q3 		$7K Hold
700
– – ﹤0.01% 2231
2020
Q2 		$7K Hold
700
– – ﹤0.01% 2231
2020
Q1 		$7K Hold
700
– – ﹤0.01% 2231
2019
Q4 		$7K Buy
+700
New +$6.85K ﹤0.01% 2231

Other funds holding SRTA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
NRCM
Northern Right Capital Management Darien, Connecticut $281M AUM 56.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $221M AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Strata Critical Medical Inc (SRTA) stake by 32% in Q1 2026, buying an estimated $11.8K and bringing the position to 10,068 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3937.

Carson Wealth (CWM LLC) first reported a position in SRTA in Q4 2019 and has held it in 25 quarters since. The position peaked at $49K in Q4 2024. 125 funds tracked by Wall St. Rank hold SRTA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,068 shares of Strata Critical Medical Inc worth $42.1K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 2,442 Strata Critical Medical Inc shares in Q1 2026, an estimated $11.8K.
  • Strata Critical Medical Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3937 holding.
  • Carson Wealth (CWM LLC) first reported a position in Strata Critical Medical Inc in Q4 2019 and has held it in 25 quarters since.
  • Carson Wealth (CWM LLC)'s Strata Critical Medical Inc position peaked at $49K in Q4 2024.
  • 125 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q1 2026.

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