Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Akebia Therapeutics AKBA Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AKBA Stock Details AKBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$36.3K Buy
26,138
+24,550
+1,546% +$33.7K ﹤0.01% 4028
2025
Q4 		$3K Sell
1,588
-21,035
-93% -$44K ﹤0.01% 4944
2025
Q3 		$62K Sell
22,623
-10
-0% -$33 ﹤0.01% 3342
2025
Q2 		$82K Buy
22,633
+19,100
+541% +$52.5K ﹤0.01% 2881
2025
Q1 		$7K Buy
3,533
+1,989
+129% +$4.06K ﹤0.01% 4259
2024
Q4 		$3K Buy
1,544
+123
+9% +$214 ﹤0.01% 4376
2024
Q3 		$2K Buy
1,421
+421
+42% +$562 ﹤0.01% 4346
2024
Q2 		$1K Hold
1,000
– – ﹤0.01% 4295
2024
Q1 		$2K Buy
+1,000
New +$1.6K ﹤0.01% 3919
2018
Q4 		– Sell
-31
Closed – – 2077
2018
Q3 		$0 Hold
31
– – ﹤0.01% 1826
2018
Q2 		$0 Hold
31
– – ﹤0.01% 1680
2018
Q1 		$0 Hold
31
– – ﹤0.01% 1390
2017
Q4 		$0 Hold
31
– – ﹤0.01% 1444
2017
Q3 		$1K Hold
31
– – ﹤0.01% 1339
2017
Q2 		$0 Hold
31
– – ﹤0.01% 1188
2017
Q1 		$0 Buy
+31
New +$303 ﹤0.01% 1156

Other funds holding AKBA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Carson Wealth (CWM LLC) increased its Akebia Therapeutics (AKBA) stake by 1,546% in Q1 2026, buying an estimated $33.7K and bringing the position to 26,138 shares worth $36.3K. The position accounts for ﹤0.01% of the portfolio, ranked #4028.

Carson Wealth (CWM LLC) first reported a position in AKBA in Q1 2017 and has held it in 16 quarters since. The position peaked at $82K in Q2 2025. 171 funds tracked by Wall St. Rank hold AKBA as of Q1 2026.

  • Carson Wealth (CWM LLC) held 26,138 shares of Akebia Therapeutics worth $36.3K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 24,550 Akebia Therapeutics shares in Q1 2026, an estimated $33.7K.
  • Akebia Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4028 holding.
  • Carson Wealth (CWM LLC) first reported a position in Akebia Therapeutics in Q1 2017 and has held it in 16 quarters since.
  • Carson Wealth (CWM LLC)'s Akebia Therapeutics position peaked at $82K in Q2 2025.
  • 171 funds tracked by Wall St. Rank held Akebia Therapeutics as of Q1 2026.

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