Diversify Wealth Management’s Castle Biosciences CSTL Stock Holding History

Diversify Wealth Management’s Portfolio CSTL Stock Details CSTL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$382K	Buy	15,760 +4,172	+36%	+$137K	0.01%	887
2025 Q4	$459K	Sell	11,588 -159	-1%	-$5.13K	0.02%	455
2025 Q3	$305K	Sell	11,747 -575	-5%	-$11.7K	0.02%	452
2025 Q2	$238K	Sell	12,322 -780	-6%	-$14.4K	0.01%	491
2025 Q1	$260K	Buy	13,102 +717	+6%	+$17.8K	0.02%	453
2024 Q4	$375K	Sell	12,385 -1,013	-8%	-$30.9K	0.03%	400
2024 Q3	$428K	Sell	13,398 -1,358	-9%	-$34.6K	0.04%	341
2024 Q2	$322K	Buy	+14,756	New	+$329K	0.04%	346

Other funds holding CSTL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PCM

Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SPPAM

Summit Partners Public Asset Management Boston, Massachusetts $3.72B AUM 162.29% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Diversify Wealth Management's CSTL Position: Q1 2026 in Review

Diversify Wealth Management increased its Castle Biosciences (CSTL) stake by 36% in Q1 2026, buying an estimated $137K and bringing the position to 15,760 shares worth $382K. The position accounts for 0.01% of the portfolio, ranked #887.

Diversify Wealth Management first reported a position in CSTL in Q2 2024 and has held it in 8 quarters since. The position peaked at $459K in Q4 2025. 186 funds tracked by Wall St. Rank hold CSTL as of Q1 2026.

Diversify Wealth Management held 15,760 shares of Castle Biosciences worth $382K as of Q1 2026.
Diversify Wealth Management bought 4,172 Castle Biosciences shares in Q1 2026, an estimated $137K.
Castle Biosciences made up 0.01% of Diversify Wealth Management's portfolio in Q1 2026, its #887 holding.
Diversify Wealth Management first reported a position in Castle Biosciences in Q2 2024 and has held it in 8 quarters since.
Diversify Wealth Management's Castle Biosciences position peaked at $459K in Q4 2025.
186 funds tracked by Wall St. Rank held Castle Biosciences as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.