SWP
CARM

Stratos Wealth Partners’s Carisma Therapeutics CARM Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-22,200
Closed -$6.88K – 1429
2025
Q1 		$6.88K Buy
22,200
+10,000
+82% +$4.43K ﹤0.01% 1358
2024
Q4 		$5.11K Hold
12,200
– – ﹤0.01% 1450
2024
Q3 		$12K Hold
12,200
– – ﹤0.01% 1431
2024
Q2 		$18.5K Sell
12,200
-510
-4% -$761 ﹤0.01% 1357
2024
Q1 		$28.9K Buy
+12,710
New +$30.5K ﹤0.01% 1372
2023
Q2 		– Sell
-19,899
Closed -$61.7K – 1198
2023
Q1 		$61.7K Sell
19,899
-751
-4% -$7.15K ﹤0.01% 1099
2022
Q4 		$252K Sell
20,650
-7
-0% -$74 0.01% 959
2022
Q3 		$176K Hold
20,657
– – ﹤0.01% 1038
2022
Q2 		$335K Buy
20,657
+1,179
+6% +$13.5K 0.01% 885
2022
Q1 		$235K Buy
19,478
+4,903
+34% +$68.5K 0.01% 1096
2021
Q4 		$238K Sell
14,575
-4,870
-25% -$98K 0.01% 1094
2021
Q3 		$308K Buy
19,445
+1,820
+10% +$87.3K 0.01% 936
2021
Q2 		$1.63M Buy
17,625
+2,975
+20% +$190K 0.04% 399
2021
Q1 		$762K Buy
14,650
+1,485
+11% +$70.1K 0.02% 583
2020
Q4 		$355K Buy
13,165
+3,165
+32% +$80.3K 0.01% 789
2020
Q3 		$280K Sell
10,000
-100
-1% -$2K 0.01% 812
2020
Q2 		$145K Buy
+10,100
New +$136K 0.01% 929

Other funds holding CARM

MC
Merck & Co Kenilworth, New Jersey $349M AUM 146.07% 1-Year Est. Return
AIIC
AJU IB Investment Company Seoul, South Korea $30.5M AUM 128.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Stratos Wealth Partners's CARM Position: Q2 2025 in Review

Stratos Wealth Partners sold out of Carisma Therapeutics (CARM) in Q2 2025, closing a stake of 22,200 shares — an estimated $6.88K sold.

Stratos Wealth Partners first reported a position in CARM in Q2 2020 and held it in 17 quarters. The position peaked at $1.63M in Q2 2021. 36 funds tracked by Wall St. Rank hold CARM as of Q2 2025.

  • Stratos Wealth Partners reported no remaining Carisma Therapeutics position as of Q2 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 22,200 Carisma Therapeutics shares in Q2 2025, an estimated $6.88K.
  • Stratos Wealth Partners first reported a position in Carisma Therapeutics in Q2 2020 and held it in 17 quarters.
  • Stratos Wealth Partners's Carisma Therapeutics position peaked at $1.63M in Q2 2021.
  • 36 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2025.

Based on Stratos Wealth Partners's 13F filing for Q2 2025, filed 29 Jul 2025.