Carson Wealth (CWM LLC)
AUPH icon

Carson Wealth (CWM LLC)’s Aurinia Pharmaceuticals AUPH Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AUPH Stock Details AUPH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$459K Buy
30,974
+14,431
+87% +$211K ﹤0.01% 2082
2025
Q4 		$264K Buy
16,543
+2,225
+16% +$31.5K ﹤0.01% 2336
2025
Q3 		$158K Sell
14,318
-1,458
-9% -$15.9K ﹤0.01% 2621
2025
Q2 		$134K Sell
15,776
-6,168
-28% -$49.4K ﹤0.01% 2475
2025
Q1 		$176K Buy
21,944
+8,733
+66% +$70.7K ﹤0.01% 2008
2024
Q4 		$119K Buy
13,211
+1,728
+15% +$14.1K ﹤0.01% 2167
2024
Q3 		$84K Buy
11,483
+8,180
+248% +$50.7K ﹤0.01% 2306
2024
Q2 		$19K Buy
3,303
+2,478
+300% +$13.1K ﹤0.01% 3132
2024
Q1 		$4K Buy
825
+575
+230% +$3.9K ﹤0.01% 3728
2023
Q4 		$2K Sell
250
-16
-6% -$132 ﹤0.01% 3775
2023
Q3 		$2K Hold
266
– – ﹤0.01% 3753
2023
Q2 		$3K Hold
266
– – ﹤0.01% 3599
2023
Q1 		$3K Sell
266
-234
-47% -$2.06K ﹤0.01% 3465
2022
Q4 		$2K Hold
500
– – ﹤0.01% 3500
2022
Q3 		$4K Hold
500
– – ﹤0.01% 3134
2022
Q2 		$5K Hold
500
– – ﹤0.01% 2943
2022
Q1 		$6K Sell
500
-175
-26% -$2.71K ﹤0.01% 2724
2021
Q4 		$15K Buy
+675
New +$16K ﹤0.01% 2128
2021
Q2 		$6K Hold
500
– – ﹤0.01% 2278
2021
Q1 		$6K Hold
500
– – ﹤0.01% 2278
2020
Q4 		$6K Hold
500
– – ﹤0.01% 2278
2020
Q3 		$6K Hold
500
– – ﹤0.01% 2278
2020
Q2 		$6K Hold
500
– – ﹤0.01% 2278
2020
Q1 		$6K Hold
500
– – ﹤0.01% 2278
2019
Q4 		$6K Hold
500
– – ﹤0.01% 2278
2019
Q3 		$6K Hold
500
– – ﹤0.01% 2278
2019
Q2 		$6K Hold
500
– – ﹤0.01% 2278
2019
Q1 		$6K Buy
+500
New +$3.32K ﹤0.01% 2278

Other funds holding AUPH

TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Aurinia Pharmaceuticals (AUPH) stake by 87% in Q1 2026, buying an estimated $211K and bringing the position to 30,974 shares worth $459K. The position accounts for ﹤0.01% of the portfolio, ranked #2082.

Carson Wealth (CWM LLC) first reported a position in AUPH in Q1 2019 and has held it in 28 quarters since. 259 funds tracked by Wall St. Rank hold AUPH as of Q1 2026.

  • Carson Wealth (CWM LLC) held 30,974 shares of Aurinia Pharmaceuticals worth $459K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 14,431 Aurinia Pharmaceuticals shares in Q1 2026, an estimated $211K.
  • Aurinia Pharmaceuticals made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2082 holding.
  • Carson Wealth (CWM LLC) first reported a position in Aurinia Pharmaceuticals in Q1 2019 and has held it in 28 quarters since.
  • 259 funds tracked by Wall St. Rank held Aurinia Pharmaceuticals as of Q1 2026.

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