Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s ArriVent BioPharma AVBP Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio AVBP Stock Details AVBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.04K Buy
392
+210
+115% +$4.74K ﹤0.01% 4813
2025
Q4 		$4K Sell
182
-99
-35% -$2.06K ﹤0.01% 4930
2025
Q3 		$5K Sell
281
-178
-39% -$3.5K ﹤0.01% 4773
2025
Q2 		$10K Buy
459
+332
+261% +$6.89K ﹤0.01% 4322
2025
Q1 		$2K Buy
127
+20
+19% +$489 ﹤0.01% 4834
2024
Q4 		$3K Buy
107
+13
+14% +$373 ﹤0.01% 4475
2024
Q3 		$2K Buy
94
+36
+62% +$817 ﹤0.01% 4483
2024
Q2 		$1K Buy
+58
New +$1.03K ﹤0.01% 4524

Other funds holding AVBP

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
IAM
Infinitum Asset Management Fort Lauderdale, Florida $801M AUM 8.83% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
NHAS
Novo Holdings A/S Hellerup, Denmark $1.23B AUM 81.32% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Carson Wealth (CWM LLC) increased its ArriVent BioPharma (AVBP) stake by 115% in Q1 2026, buying an estimated $4.74K and bringing the position to 392 shares worth $9.04K. The position accounts for ﹤0.01% of the portfolio, ranked #4813.

Carson Wealth (CWM LLC) first reported a position in AVBP in Q2 2024 and has held it in 8 quarters since. The position peaked at $10K in Q2 2025. 139 funds tracked by Wall St. Rank hold AVBP as of Q1 2026.

  • Carson Wealth (CWM LLC) held 392 shares of ArriVent BioPharma worth $9.04K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 210 ArriVent BioPharma shares in Q1 2026, an estimated $4.74K.
  • ArriVent BioPharma made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4813 holding.
  • Carson Wealth (CWM LLC) first reported a position in ArriVent BioPharma in Q2 2024 and has held it in 8 quarters since.
  • Carson Wealth (CWM LLC)'s ArriVent BioPharma position peaked at $10K in Q2 2025.
  • 139 funds tracked by Wall St. Rank held ArriVent BioPharma as of Q1 2026.

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