Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Twist Bioscience TWST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio TWST Stock Details TWST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$270K Buy
5,688
+950
+20% +$42.6K ﹤0.01% 2464
2025
Q4 		$150K Buy
4,738
+407
+9% +$12.7K ﹤0.01% 2786
2025
Q3 		$122K Buy
4,331
+1,648
+61% +$49.9K ﹤0.01% 2823
2025
Q2 		$99K Sell
2,683
-13,589
-84% -$470K ﹤0.01% 2736
2025
Q1 		$639K Buy
16,272
+10,048
+161% +$453K ﹤0.01% 1357
2024
Q4 		$289K Buy
6,224
+330
+6% +$14.9K ﹤0.01% 1618
2024
Q3 		$266K Buy
5,894
+3,457
+142% +$164K ﹤0.01% 1613
2024
Q2 		$120K Buy
2,437
+524
+27% +$21.4K ﹤0.01% 1860
2024
Q1 		$66K Buy
1,913
+6
+0.3% +$217 ﹤0.01% 2128
2023
Q4 		$70K Sell
1,907
-9
-0.5% -$208 ﹤0.01% 1978
2023
Q3 		$39K Buy
1,916
+51
+3% +$1.12K ﹤0.01% 2231
2023
Q2 		$38K Buy
1,865
+432
+30% +$6.47K ﹤0.01% 2192
2023
Q1 		$22K Buy
1,433
+329
+30% +$7.27K ﹤0.01% 2449
2022
Q4 		$26K Sell
1,104
-171
-13% -$4.96K ﹤0.01% 2185
2022
Q3 		$45K Buy
1,275
+49
+4% +$2.08K ﹤0.01% 1707
2022
Q2 		$43K Buy
1,226
+995
+431% +$35.2K ﹤0.01% 1694
2022
Q1 		$11K Buy
231
+202
+697% +$11.2K ﹤0.01% 2445
2021
Q4 		$2K Buy
+29
New +$2.98K ﹤0.01% 3191
2021
Q2 		$12K Hold
90
– – ﹤0.01% 2032
2021
Q1 		$12K Hold
90
– – ﹤0.01% 2032
2020
Q4 		$12K Hold
90
– – ﹤0.01% 2032
2020
Q3 		$12K Hold
90
– – ﹤0.01% 2031
2020
Q2 		$12K Hold
90
– – ﹤0.01% 2031
2020
Q1 		$12K Hold
90
– – ﹤0.01% 2031
2019
Q4 		$12K Hold
90
– – ﹤0.01% 2031
2019
Q3 		$12K Hold
90
– – ﹤0.01% 2031
2019
Q2 		$12K Hold
90
– – ﹤0.01% 2031
2019
Q1 		$12K Buy
+90
New +$2.03K ﹤0.01% 2030

Other funds holding TWST

Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $13.2B AUM 32.43% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Twist Bioscience (TWST) stake by 20% in Q1 2026, buying an estimated $42.6K and bringing the position to 5,688 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #2464.

Carson Wealth (CWM LLC) first reported a position in TWST in Q1 2019 and has held it in 28 quarters since. The position peaked at $639K in Q1 2025. 281 funds tracked by Wall St. Rank hold TWST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,688 shares of Twist Bioscience worth $270K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 950 Twist Bioscience shares in Q1 2026, an estimated $42.6K.
  • Twist Bioscience made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2464 holding.
  • Carson Wealth (CWM LLC) first reported a position in Twist Bioscience in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Twist Bioscience position peaked at $639K in Q1 2025.
  • 281 funds tracked by Wall St. Rank held Twist Bioscience as of Q1 2026.

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