Carson Wealth (CWM LLC)
STXS icon

Carson Wealth (CWM LLC)’s Stereotaxis STXS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio STXS Stock Details STXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.18K Buy
4,988
+3,108
+165% +$6.81K ﹤0.01% 4807
2025
Q4 		$4K Sell
1,880
-256
-12% -$682 ﹤0.01% 4917
2025
Q3 		$7K Buy
2,136
+396
+23% +$1.03K ﹤0.01% 4640
2025
Q2 		$4K Buy
1,740
+996
+134% +$2.02K ﹤0.01% 4714
2025
Q1 		$1K Buy
744
+335
+82% +$714 ﹤0.01% 4989
2024
Q4 		$1K Sell
409
-11
-3% -$23 ﹤0.01% 4811
2024
Q3 		$1K Buy
+420
New +$845 ﹤0.01% 4716
2022
Q1 		– Sell
-67
Closed – – 3860
2021
Q4 		$0 Buy
+67
New +$400 ﹤0.01% 3641

Other funds holding STXS

DCM
DAFNA Capital Management Los Angeles, California $440M AUM 109.12% 1-Year Est. Return
LIM
Lagoda Investment Management New York $162M AUM 49.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
APCM
Arbiter Partners Capital Management New York $190M AUM 51.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
ACM
Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return
WAM
Warberg Asset Management Winnetka, Illinois $551M AUM 34.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Stereotaxis (STXS) stake by 165% in Q1 2026, buying an estimated $6.81K and bringing the position to 4,988 shares worth $9.18K. The position accounts for ﹤0.01% of the portfolio, ranked #4807.

Carson Wealth (CWM LLC) first reported a position in STXS in Q4 2021 and has held it in 8 quarters since. 115 funds tracked by Wall St. Rank hold STXS as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,988 shares of Stereotaxis worth $9.18K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,108 Stereotaxis shares in Q1 2026, an estimated $6.81K.
  • Stereotaxis made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4807 holding.
  • Carson Wealth (CWM LLC) first reported a position in Stereotaxis in Q4 2021 and has held it in 8 quarters since.
  • 115 funds tracked by Wall St. Rank held Stereotaxis as of Q1 2026.

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