Medallion Wealth Advisors’s Carisma Therapeutics CARM Stock Holding History

Medallion Wealth Advisors’s Portfolio CARM Stock Details CARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-100	Closed	-$27	–	1124
2025 Q3	$27	Hold	100	–	–	﹤0.01%	1096
2025 Q2	$39	Hold	100	–	–	﹤0.01%	1087
2025 Q1	$31	Hold	100	–	–	﹤0.01%	1064
2024 Q4	$31	Buy	+100	New	+$82	﹤0.01%	1007

Other funds holding CARM

Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return

XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

BBA

Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.33B AUM 47.35% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

ORG Partners Roanoke, Indiana $568M AUM 24.16% 1-Year Est. Return

Medallion Wealth Advisors's CARM Position: Q4 2025 in Review

Medallion Wealth Advisors sold out of Carisma Therapeutics (CARM) in Q4 2025, closing a stake of 100 shares — an estimated $27 sold.

Medallion Wealth Advisors first reported a position in CARM in Q4 2024 and held it in 4 quarters. The position peaked at $39 in Q2 2025. 7 funds tracked by Wall St. Rank hold CARM as of Q4 2025.

Medallion Wealth Advisors reported no remaining Carisma Therapeutics position as of Q4 2025 after selling out during the quarter.
Medallion Wealth Advisors sold 100 Carisma Therapeutics shares in Q4 2025, an estimated $27.
Medallion Wealth Advisors first reported a position in Carisma Therapeutics in Q4 2024 and held it in 4 quarters.
Medallion Wealth Advisors's Carisma Therapeutics position peaked at $39 in Q2 2025.
7 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q4 2025.

Based on Medallion Wealth Advisors's 13F filing for Q4 2025, filed 24 Apr 2026.