Carson Wealth (CWM LLC)
VCYT icon

Carson Wealth (CWM LLC)’s Veracyte VCYT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio VCYT Stock Details VCYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$87.4K Buy
2,713
+1,077
+66% +$39.9K ﹤0.01% 3388
2025
Q4 		$69K Buy
1,636
+14
+0.9% +$564 ﹤0.01% 3369
2025
Q3 		$56K Sell
1,622
-581
-26% -$16.7K ﹤0.01% 3446
2025
Q2 		$60K Sell
2,203
-3,247
-60% -$94K ﹤0.01% 3138
2025
Q1 		$162K Sell
5,450
-1,981
-27% -$75.5K ﹤0.01% 2067
2024
Q4 		$294K Buy
7,431
+2,655
+56% +$101K ﹤0.01% 1601
2024
Q3 		$163K Buy
4,776
+3,260
+215% +$91.7K ﹤0.01% 1872
2024
Q2 		$33K Buy
1,516
+951
+168% +$20K ﹤0.01% 2781
2024
Q1 		$13K Sell
565
-486
-46% -$11.9K ﹤0.01% 3204
2023
Q4 		$29K Sell
1,051
-1,095
-51% -$26.4K ﹤0.01% 2545
2023
Q3 		$48K Buy
2,146
+1,807
+533% +$46.5K ﹤0.01% 2094
2023
Q2 		$9K Buy
339
+229
+208% +$5.55K ﹤0.01% 3164
2023
Q1 		$2K Sell
110
-120
-52% -$2.9K ﹤0.01% 3711
2022
Q4 		$5K Sell
230
-570
-71% -$13.2K ﹤0.01% 3231
2022
Q3 		$13K Sell
800
-8
-1% -$180 ﹤0.01% 2532
2022
Q2 		$16K Buy
808
+781
+2,893% +$15.8K ﹤0.01% 2281
2022
Q1 		$1K Sell
27
-18
-40% -$515 ﹤0.01% 3426
2021
Q4 		$2K Buy
+45
New +$1.99K ﹤0.01% 3196
2021
Q2 		$1K Hold
33
– – ﹤0.01% 2859
2021
Q1 		$1K Hold
33
– – ﹤0.01% 2858
2020
Q4 		$1K Hold
33
– – ﹤0.01% 2858
2020
Q3 		$1K Hold
33
– – ﹤0.01% 2855
2020
Q2 		$1K Hold
33
– – ﹤0.01% 2855
2020
Q1 		$1K Hold
33
– – ﹤0.01% 2853
2019
Q4 		$1K Hold
33
– – ﹤0.01% 2853
2019
Q3 		$1K Hold
33
– – ﹤0.01% 2853
2019
Q2 		$1K Hold
33
– – ﹤0.01% 2853
2019
Q1 		$1K Buy
+33
New +$630 ﹤0.01% 2851

Other funds holding VCYT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 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
AIM
ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Veracyte (VCYT) stake by 66% in Q1 2026, buying an estimated $39.9K and bringing the position to 2,713 shares worth $87.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3388.

Carson Wealth (CWM LLC) first reported a position in VCYT in Q1 2019 and has held it in 28 quarters since. The position peaked at $294K in Q4 2024. 334 funds tracked by Wall St. Rank hold VCYT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,713 shares of Veracyte worth $87.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,077 Veracyte shares in Q1 2026, an estimated $39.9K.
  • Veracyte made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3388 holding.
  • Carson Wealth (CWM LLC) first reported a position in Veracyte in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s Veracyte position peaked at $294K in Q4 2024.
  • 334 funds tracked by Wall St. Rank held Veracyte as of Q1 2026.

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