Carson Wealth (CWM LLC)
TECX

Carson Wealth (CWM LLC)’s Tectonic Therapeutic TECX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TECX Stock Details TECX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$56.5K Buy
1,829
+1,363
+292% +$33.5K ﹤0.01% 3725
2025
Q4 		$10K Buy
466
+82
+21% +$1.52K ﹤0.01% 4571
2025
Q3 		$6K Buy
384
+19
+5% +$392 ﹤0.01% 4707
2025
Q2 		$7K Hold
365
– – ﹤0.01% 4504
2025
Q1 		$6K Sell
365
-166
-31% -$5.41K ﹤0.01% 4416
2024
Q4 		$25K Hold
531
– – ﹤0.01% 3303
2024
Q3 		$16K Hold
531
– – ﹤0.01% 3527
2024
Q2 		$9K Sell
531
-1
-0.2% -$16 ﹤0.01% 3638
2024
Q1 		$8K Hold
532
– – ﹤0.01% 3483
2023
Q4 		$9K Hold
532
– – ﹤0.01% 3262
2023
Q3 		$10K Hold
532
– – ﹤0.01% 3155
2023
Q2 		$6K Buy
532
+365
+219% +$4.13K ﹤0.01% 3398
2023
Q1 		$2K Hold
167
– – ﹤0.01% 3721
2022
Q4 		$1K Hold
167
– – ﹤0.01% 3885
2022
Q3 		$1K Hold
167
– – ﹤0.01% 3807
2022
Q2 		$2K Hold
167
– – ﹤0.01% 3438
2022
Q1 		$3K Hold
167
– – ﹤0.01% 3103
2021
Q4 		$8K Buy
+167
New +$9.59K ﹤0.01% 2509
2021
Q2 		$18K Hold
167
– – ﹤0.01% 1849
2021
Q1 		$18K Hold
167
– – ﹤0.01% 1848
2020
Q4 		$18K Hold
167
– – ﹤0.01% 1847
2020
Q3 		$18K Hold
167
– – ﹤0.01% 1847
2020
Q2 		$18K Hold
167
– – ﹤0.01% 1846
2020
Q1 		$18K Hold
167
– – ﹤0.01% 1845
2019
Q4 		$18K Hold
167
– – ﹤0.01% 1845
2019
Q3 		$18K Hold
167
– – ﹤0.01% 1845
2019
Q2 		$18K Hold
167
– – ﹤0.01% 1845
2019
Q1 		$18K Buy
+167
New +$30.5K ﹤0.01% 1845

Other funds holding TECX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $4.16B AUM 983.43% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $2.7B AUM 88.53% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
5VM
5AM Venture Management San Francisco, California $288M AUM 313.93% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPC
Vestal Point Capital New York $3.58B AUM 189.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Tectonic Therapeutic (TECX) stake by 292% in Q1 2026, buying an estimated $33.5K and bringing the position to 1,829 shares worth $56.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3725.

Carson Wealth (CWM LLC) first reported a position in TECX in Q1 2019 and has held it in 28 quarters since. 111 funds tracked by Wall St. Rank hold TECX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,829 shares of Tectonic Therapeutic worth $56.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,363 Tectonic Therapeutic shares in Q1 2026, an estimated $33.5K.
  • Tectonic Therapeutic made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3725 holding.
  • Carson Wealth (CWM LLC) first reported a position in Tectonic Therapeutic in Q1 2019 and has held it in 28 quarters since.
  • 111 funds tracked by Wall St. Rank held Tectonic Therapeutic as of Q1 2026.

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