Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Atossa Therapeutics ATOS Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio ATOS Stock Details ATOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-3
Closed – – 5677
2025
Q4 		$0 Sell
3
-12
-80% -$152 ﹤0.01% 5367
2025
Q3 		$0 Sell
15
-386
-96% -$4.77K ﹤0.01% 5258
2025
Q2 		$5K Buy
401
+313
+356% +$3.74K ﹤0.01% 4583
2025
Q1 		$1K Buy
88
+86
+4,300% +$1.04K ﹤0.01% 4863
2024
Q4 		$0 Sell
2
-24
-92% -$469 ﹤0.01% 4900
2024
Q3 		$1K Buy
+26
New +$525 ﹤0.01% 4508

Other funds holding ATOS

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
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

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

Carson Wealth (CWM LLC) sold out of Atossa Therapeutics (ATOS) in Q1 2026, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in ATOS in Q3 2024 and held it in 6 quarters. The position peaked at $5K in Q2 2025. 33 funds tracked by Wall St. Rank hold ATOS as of Q1 2026.

  • Carson Wealth (CWM LLC) reported no remaining Atossa Therapeutics position as of Q1 2026 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 Atossa Therapeutics shares in Q1 2026.
  • Carson Wealth (CWM LLC) first reported a position in Atossa Therapeutics in Q3 2024 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Atossa Therapeutics position peaked at $5K in Q2 2025.
  • 33 funds tracked by Wall St. Rank held Atossa Therapeutics as of Q1 2026.

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