Carson Wealth (CWM LLC)
AQST icon

Carson Wealth (CWM LLC)’s Aquestive Therapeutics AQST Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AQST Stock Details AQST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.16K Sell
1,726
-1,509
-47% -$6.12K ﹤0.01% 4913
2025
Q4 		$21K Buy
3,235
+200
+7% +$1.25K ﹤0.01% 4136
2025
Q3 		$17K Buy
3,035
+2,033
+203% +$8.79K ﹤0.01% 4204
2025
Q2 		$3K Buy
1,002
+70
+8% +$201 ﹤0.01% 4739
2025
Q1 		$3K Buy
932
+892
+2,230% +$2.7K ﹤0.01% 4598
2024
Q4 		$0 Sell
40
-475
-92% -$2.19K ﹤0.01% 4892
2024
Q3 		$3K Buy
+515
New +$2K ﹤0.01% 4238

Other funds holding AQST

BCM
Bratton Capital Management Fort Worth, Texas $40.8M AUM 25.68% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its Aquestive Therapeutics (AQST) stake by 47% in Q1 2026, selling an estimated $6.12K and leaving 1,726 shares worth $7.16K. The position accounts for ﹤0.01% of the portfolio, ranked #4913.

Carson Wealth (CWM LLC) first reported a position in AQST in Q3 2024 and has held it in 7 quarters since. The position peaked at $21K in Q4 2025. 180 funds tracked by Wall St. Rank hold AQST as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,726 shares of Aquestive Therapeutics worth $7.16K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,509 Aquestive Therapeutics shares in Q1 2026, an estimated $6.12K.
  • Aquestive Therapeutics made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4913 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aquestive Therapeutics in Q3 2024 and has held it in 7 quarters since.
  • Carson Wealth (CWM LLC)'s Aquestive Therapeutics position peaked at $21K in Q4 2025.
  • 180 funds tracked by Wall St. Rank held Aquestive Therapeutics as of Q1 2026.

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