Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Sutro Biopharma STRO Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STRO Stock Details STRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.5K Sell
983
-516
-34% -$9.32K ﹤0.01% 4294
2025
Q4 		$17K Sell
1,499
-1,025
-41% -$9.73K ﹤0.01% 4275
2025
Q3 		$22K Sell
2,524
-3,142
-55% -$26.7K ﹤0.01% 4078
2025
Q2 		$40K Buy
5,666
+2,394
+73% +$19.6K ﹤0.01% 3454
2025
Q1 		$21K Buy
3,272
+3,251
+15,481% +$51.2K ﹤0.01% 3650
2024
Q4 		$0 Sell
21
-946
-98% -$28.9K ﹤0.01% 5154
2024
Q3 		$33K Buy
967
+812
+524% +$31.8K ﹤0.01% 3034
2024
Q2 		$5K Buy
155
+150
+3,000% +$5.93K ﹤0.01% 3901
2024
Q1 		$0 Buy
+5
New +$221 ﹤0.01% 4728
2023
Q1 		– Sell
-3
Closed – – 4334
2022
Q4 		$0 Buy
+3
New +$208 ﹤0.01% 4245
2022
Q1 		– Sell
-2
Closed – – 3859
2021
Q4 		$0 Buy
+2
New +$358 ﹤0.01% 3640

Other funds holding STRO

BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
AAA
Affinity Asset Advisors New York $1.94B AUM 374.45% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
EAM
Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return
PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Sutro Biopharma (STRO) stake by 34% in Q1 2026, selling an estimated $9.32K and leaving 983 shares worth $24.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4294.

Carson Wealth (CWM LLC) first reported a position in STRO in Q4 2021 and has held it in 11 quarters since. The position peaked at $40K in Q2 2025. 78 funds tracked by Wall St. Rank hold STRO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 983 shares of Sutro Biopharma worth $24.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 516 Sutro Biopharma shares in Q1 2026, an estimated $9.32K.
  • Sutro Biopharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4294 holding.
  • Carson Wealth (CWM LLC) first reported a position in Sutro Biopharma in Q4 2021 and has held it in 11 quarters since.
  • Carson Wealth (CWM LLC)'s Sutro Biopharma position peaked at $40K in Q2 2025.
  • 78 funds tracked by Wall St. Rank held Sutro Biopharma as of Q1 2026.

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