Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Achieve Life Sciences ACHV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ACHV Stock Details ACHV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5K Hold
1,702
– – ﹤0.01% 5026
2025
Q4 		$8K Hold
1,702
– – ﹤0.01% 4618
2025
Q3 		$5K Sell
1,702
-2,169
-56% -$5.95K ﹤0.01% 4710
2025
Q2 		$9K Buy
3,871
+1,254
+48% +$3.57K ﹤0.01% 4330
2025
Q1 		$7K Buy
2,617
+292
+13% +$908 ﹤0.01% 4256
2024
Q4 		$8K Buy
2,325
+2,113
+997% +$9.57K ﹤0.01% 3960
2024
Q3 		$1K Buy
+212
New +$968 ﹤0.01% 4494

Other funds holding ACHV

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its Achieve Life Sciences (ACHV) position steady in Q1 2026 at 1,702 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #5026.

Carson Wealth (CWM LLC) first reported a position in ACHV in Q3 2024 and has held it in 7 quarters since. The position peaked at $9K in Q2 2025. 81 funds tracked by Wall St. Rank hold ACHV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,702 shares of Achieve Life Sciences worth $5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its Achieve Life Sciences share count unchanged in Q1 2026.
  • Achieve Life Sciences made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5026 holding.
  • Carson Wealth (CWM LLC) first reported a position in Achieve Life Sciences in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Achieve Life Sciences position peaked at $9K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Achieve Life Sciences as of Q1 2026.

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