Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s TScan Therapeutics TCRX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TCRX Stock Details TCRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8
Closed – – 5637
2025
Q3 		$0 Sell
8
-567
-99% -$1K ﹤0.01% 5538
2025
Q2 		$1K Sell
575
-7
-1% -$10 ﹤0.01% 5078
2025
Q1 		$1K Buy
582
+566
+3,538% +$1.22K ﹤0.01% 4991
2024
Q4 		$0 Buy
16
+9
+129% +$41 ﹤0.01% 5161
2024
Q3 		$0 Buy
+7
New +$42 ﹤0.01% 5143

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BI
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BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
DMC
Deer Management Company Larchmont, New York $622M AUM 24.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
DF
DC Funds Mclean, Virginia $1.49M AUM 18.57% 1-Year Est. Return

Carson Wealth (CWM LLC)'s TCRX Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of TScan Therapeutics (TCRX) in Q4 2025, closing a stake of 8 shares.

Carson Wealth (CWM LLC) first reported a position in TCRX in Q3 2024 and held it in 5 quarters. The position peaked at $1K in Q2 2025. 61 funds tracked by Wall St. Rank hold TCRX as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining TScan Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 8 TScan Therapeutics shares in Q4 2025.
  • Carson Wealth (CWM LLC) first reported a position in TScan Therapeutics in Q3 2024 and held it in 5 quarters.
  • Carson Wealth (CWM LLC)'s TScan Therapeutics position peaked at $1K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held TScan Therapeutics as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.