Carson Wealth (CWM LLC)
TERN

Carson Wealth (CWM LLC)’s Terns Pharmaceuticals TERN Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TERN Stock Details TERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$220K Buy
4,172
+1,382
+50% +$56.8K ﹤0.01% 2663
2025
Q4 		$113K Buy
2,790
+13
+0.5% +$300 ﹤0.01% 2978
2025
Q3 		$21K Buy
2,777
+154
+6% +$983 ﹤0.01% 4100
2025
Q2 		$10K Buy
2,623
+2,576
+5,481% +$8.04K ﹤0.01% 4315
2025
Q1 		$0 Sell
47
-67
-59% -$274 ﹤0.01% 5203
2024
Q4 		$1K Buy
114
+90
+375% +$609 ﹤0.01% 4814
2024
Q3 		$0 Buy
24
+22
+1,100% +$181 ﹤0.01% 5144
2024
Q2 		$0 Buy
+2
New +$12 ﹤0.01% 4937

Other funds holding TERN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Holocene Advisors
Holocene Advisors New York $41.5B AUM 42.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Terns Pharmaceuticals (TERN) stake by 50% in Q1 2026, buying an estimated $56.8K and bringing the position to 4,172 shares worth $220K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Carson Wealth (CWM LLC) first reported a position in TERN in Q2 2024 and has held it in 8 quarters since. 317 funds tracked by Wall St. Rank hold TERN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,172 shares of Terns Pharmaceuticals worth $220K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,382 Terns Pharmaceuticals shares in Q1 2026, an estimated $56.8K.
  • Terns Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2663 holding.
  • Carson Wealth (CWM LLC) first reported a position in Terns Pharmaceuticals in Q2 2024 and has held it in 8 quarters since.
  • 317 funds tracked by Wall St. Rank held Terns Pharmaceuticals as of Q1 2026.

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